It can be challenging to talk about money across generations. But starting those conversations with your parents can be crucial, especially when there are inheritances involved.
Do you have wishes when you pass away? Do you know how you would like to be remembered? In this candid, heartfelt TED Talk, Michelle Knox touches on an often difficult subject to discuss with loved ones.
Retirees will often experience three chapters as they progress through their retirement years: the early, middle, and late chapters. In this animation, we illustrate these three retirement chapters.
“…a hero is an ordinary individual who finds strength to persevere and endure in spite of overwhelming obstacles.” (Christopher Reeve). In this video, Google showcases searches that shaped 2019.
Understanding where you are and where you want to be is important when setting out to achieve the latter. In this animation, we illustrate the phrase, ‘your financial situation, goals and objectives’.
Upon your passing, an intergenerational wealth transfer may occur; the transfer of your wealth to the next generation. In this animation, we illustrate important considerations regarding this event.
As you close the chapter on 2018, it’s important to remember, “The past cannot be changed. The future is yet in your power.” (Unknown). In this video, Google showcases the searches that shaped 2018.
Having an appropriate estate plan in place prior to an event is a vital consideration for your family and loved ones. In this animation, we illustrate the implications of passing away intestate.
For many of us, we may associate palliative care with aged care; however, in reality, it’s for anyone with a life-limiting or terminal illness. In this deeply moving Ted Talk, Lucy Kalanithi shares the journey that she and her husband went through after he was diagnosed with terminal cancer at just age 36.
As a result of the proposed measures that have come out of Treasurer Scott Morrison's 2018-19 Federal Budget, ABC News discusses the potential winners and losers.
PwC Australia Economic Lead Partner Jeremy Thorpe shares his insights on this year’s Federal Budget. Front and centre is the Government’s spending and budget surplus forecasts – a potential ‘Slurpee’ budget.
As you progress through life, the many different areas of your personal finances will be leveraged to help you reach your financial goals and objectives. When these areas are appropriately managed, and work in harmony with one another, it can be ‘poetry in motion’. Watch this video to see what we mean.
Unfortunately, there may come a time when you are unable to express your wishes regarding medical treatment due to an accident, sudden illness or progressive disease. In this animation, we discuss the benefits of an advanced care directive and several considerations when drafting one.
Philanthropy can come in many shapes and sizes, both financial and non-financial. An appropriate and planned approach to philanthropy can be a truly rewarding experience and make a real difference to those in need. In this video, we take a funny look at a slightly misguided ‘philanthropic’ endeavour.
An important part of an estate plan is making sure your affairs are in order prior to your passing. In this animation, we discuss superannuation death benefits, eligible beneficiaries and different types of beneficiary nominations you can make.
Estate planning can be complicated. When people review Estate planning, they often also discuss powers of attorney. In this animation, we discuss the different powers of attorney and how they may be of benefit to you.
When developing a business succession plan, having a buy/sell agreement in place may be a key consideration. In this animation, we discuss how this may assist in a smooth transition between a departing business owner and the remaining owners who wish to carry on with the business.
Synergy refers to the creation of a whole that is greater than the simple sum of its parts. In this animation, we explore how building your own personal finance team, and then directing them towards a specific goal or objective, can help you reach financial empowerment.
In drafting your Will, there’s an important part where you have to nominate who you would like to administer your estate in the event of your passing. It is important to appoint an Executor that you feel comfortable with and who you believe holds the necessary skills to handle the responsibilities of the role.
Do you sometimes get side-tracked when on the path to completing a personal or work task before its deadline? For some people procrastination can also play a part in how they approach their personal finances. We hope you enjoy this funny and insightful talk.
If you’re faced with something that’s unexpected, unwanted or uncertain would you consider it a gift?
Alzheimer’s disease is the most common form of dementia affecting over 40 million people worldwide. This video takes a look at how Alzheimer's affects the brain, shedding light on the different stages of this disease.
It can be uncomfortable to think about, but planning for your death can make a big difference to the lives of those left behind as well as significantly influence the longevity and application of your assets.
With Australia’s life expectancies at their highest level, you may just live for longer than you anticipate, like this fit and healthy 90 year old! What does this mean when planning for your retirement?
In this video there are a few useful tips to get the most out of your technology.
What you do and don’t do influences the amount of drama you will likely experience in your life. If you think drama is enjoyable, just look at the faces of these button presser’s.
Like the evolution of music and dance, personal finance and world markets will continue to evolve and change. What’s more important than worrying about the change is ensuring your fundamentals are working for you.
There is a saying that rich men have big library’s and small TV’s. We are not claiming this to be categorically true, however, it is important to recognise that what we choose to learn and understand is a predictor of what our future holds.
In this somewhat corny video the scientist reveals the hidden factor within the fire that saves the handkerchief and the $100 note.
What does tying one's shoelaces have to do with living long and prospering?
This analogy applies to much more than waves in the ocean.
A very clever video by a Mum who clearly knows the demands on being a Mum.
Kyle Chin skates from top to bottom down a beautiful hill in Outerspace.
Steve Jobs urges pursuit of your dreams and see the opportunities in life's setbacks.