7 Mar 2023

Creating and Protecting your Wealth – a process for your lifetime (and beyond).

By Jane Purnell

Perhaps the easiest way of achieving your financial and personal goals is to have a plan. Financial Planning for today, tomorrow and future years can help you retain and grow your wealth. The value of comprehensive strategic planning cannot be overstated and no matter how good ones cashflow or investments are, they can be severely compromised by poor planning. Think of the effects taxation, illness, legal risk and death can wreak upon your financial aspirations.

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7 Mar 2023

The Real Estate Outcome

By Jane Purnell

It is often the scenario where people wonder and ask why should we have a Will and hold the view that all will be fine when they pass away. More often than not it’s not the case. Consider the following: Mr M hadn’t prepared a valid Will when he died suddenly in a car accident. His loved ones expected he had a Will given he was very organised in every aspect of his life. His

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7 Mar 2023

Top 5 Reasons You Need a Lawyer

By Jane Purnell

Just like with some forms of insurance, most people don’t think they need a lawyer — that is, not until they do. However, if you look closely, there are actually many instances in life where you may find yourself seeking legal advice. Here are five reasons where having a lawyer to advise you can spell the difference between solving a problem and losing out in the end. To ensure the outcome you want is legally

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