Who inherits your super?
Clients often assume their superannuation will be paid in accordance with their will. However, this is not necessarily the case and a conversation around estate planning is key.
Clients often assume their superannuation will be paid in accordance with their will. However, this is not necessarily the case and a conversation around estate planning is key.
Retirement is about more than just money, investments and never having to work again. Amongst other things it’s about having more time for the things you enjoy, while at the same time finding a new purpose.
When offering financial advice to clients it’s important to understand their unique personalities and behaviours.
ETFs are popular with advisers and their clients as they are cheap to buy into and require little administration. However, volatile markets and sector concentration bring their own risks.
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