A client of mine – we’ll call her Jane - received the news that no one ever wants to hear: "You have cancer and only a short time to live." Now Jane had been cautious with money all her working life and this news rocked her to the core. She decided to make the most of the time she had left and go … [Read more...]
Why you should use a testamentary trust in your will
Felicity's husband Peter died unexpectedly at the age of 39. While trying to deal with this untimely death, Felicity also turned her thoughts to their three children who were all under 12 years old. She questioned how she was going to support the family without Peter. She was relieved to hear … [Read more...]
Your spouse may not be forever – avoid Tracey’s anguish
A psychologist I know says that people often put off making big decisions until after Christmas. Decisions like buying property, getting their finances in order and in some cases, separating and getting divorced. In fact financial advisers and lawyers are often extra busy as the New Year rolls … [Read more...]
Womens life insurance – Angela’s story could happen to anyone
Angela a 27 year old Human Resource Manager, celebrated Australia Day 2002 much like any other Australian with a barbecue and beer. No beer for Angela though, with only six weeks until the birth of their first child. Five days later, her whole world was turned upside down. Angela thought she just … [Read more...]