by Claire | Jan 29, 2018 | Specialist Services
Insurance – How much is enough? We had a case recently of a client who was in severe pain from her knee, and needed a replacement. The dilemma for her was that if she took off the 4 months required to recover from a knee operation, then how would they meet their home...
by Claire | Jan 9, 2018 | Specialist Services
Living Well with a Living Will Christmas is traditionally a happy time to catch up with family and good friends, so talking about death and tragedy is a bit off-side, but if you don’t take the opportunity to discuss it now, time can quickly move on and the opportunity...
by Claire | Dec 3, 2017 | Specialist Services
Compounding to Success in 3 Easy Steps The power of compounding never ceases to amaze me. Whether it’s a snowball rolling down a hill, a small seed growing into a large tree, or a chant at the MCG during a Richmond game, the way that a small effort to get something...
by Claire | Oct 31, 2017 | Specialist Services
2 key questions when passing on the Family Business When is the ideal time to pass on the reins of the family business to the next generation? We’ve picked out 2 key questions to help with Family Succession Planning. Often it’s simply a case of getting it done before...
by Claire | Oct 3, 2017 | Specialist Services
“There were almost 30,000 new self-managed super funds (SMSFs) established in Australia during 2016”, said David Potts, Chartered Accountant from Potts & Schnelle, Corowa. “SMSFs are now the largest sector in the superannuation industry with $654 billion invested...
by Claire | Aug 31, 2017 | Specialist Services
“Aged care is a complex area and one that requires a solid understanding of how the rules impact on social security and the tax system” says Demelza Lister, Senior Financial Planner from Potts & Schnelle Financial Planning. “The costs to enter an aged care...
