WEALTH SUCCESSION
Making the right preparations for future generations.
Welcome to our latest edition. In this issue, financial planning can be a daunting and uncomfortable conversation for many, but thankfully attitudes towards
talking about money are changing. Wealth succession should be an integral part of your financial plan as early as possible – because the right preparation
now can have positive long-term impacts on future generations.
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On page 08, before you start this process, we consider the questions you need to ask.
When it comes to managing your finances, the wealth of resources now available can make it easy to try and go it alone. However, obtaining the right
advice from a qualified professional financial adviser will ensure you are able to plan ahead by including expectations for items such as inflation, market
declines and your protection requirements, so you can stay on track. Read the full article on page 05.
Also in this issue, there are signs and targets that can signal that you are prepared to retire, but it can be difficult to figure out when you are truly ready to
retire. We may think of retirement as being centred around a particular age or monetary amount. When we get to ‘X’ years old or have ’Y’ amount of money,
we can move on to our ‘golden years’. On page 12 we look at the main questions to ask yourself for a secure financial future.
People are increasingly becoming more concerned about the possibility of being affected by a critical illness such as cancer, stroke or heart attack. With
rising rates of serious illnesses, people are becoming more aware of their need to be covered and secure proper protection against critical illnesses.
In challenging times, the number one priority is to support those you love. Turn to page 11.
LOOKING FOR A FRESH PERSPECTIVE ON WHAT’S POSSIBLE?
Financial planning may be complex, but it doesn’t have to be difficult. Whether it’s planning for your future, or growing and protecting your wealth, we’ll give you a fresh perspective on what’s possible. We hope you enjoy reading this issue and if you would like further information or want to arrange an appointment, please contact us.
