by Lilian Fisher | Mar 24, 2025 | Financial Planning, Retirement, Wealth Planning
Financial planning can be particularly complex for high-net-worth individuals or affluent Australians. Structuring wealth involves navigating various challenges, including tax implications, legal considerations, and family dynamics. For this reason, many affluent...
by Camden Professionals | Sep 12, 2024 | Asset Protection, Financial Planning, First home buyers, Property Investment Tips, Superannuation
For first home buyers and property investors, asset protection is a crucial yet often overlooked aspect of financial planning. As you embark on the journey of purchasing your first home or investing in real estate, securing your assets from potential risks and...
by Camden Professionals | Feb 29, 2024 | Financial Planning, Retirement, Succession Planning
As you approach the milestone of retirement, the question of financial security becomes increasingly paramount. With careful retirement planning and strategic decision-making, you can position yourself to retire richer and enjoy your golden years. What does it mean to...
by Camden Professionals | Feb 7, 2024 | Financial Planning, Property Investment, Property Investment Tips, Superannuation
Embarking on the exciting journey of investing in real estate often involves encountering the term ‘portfolio diversification.’ But what exactly does this mean? Essentially, it refers to the practice of investing in multiple types of properties to minimize...
by Camden Professionals | Jan 24, 2024 | Family Trusts, Financial Planning, Succession Planning
A testamentary trust is a trust created by a Will. It is generally a discretionary trust – one where the Trustee has full discretion about who benefits, and to what extent, under the trust. Why would I use a Testamentary Trust? Testamentary trusts can make sure the...
by Camden Professionals | Jan 24, 2024 | Family Trusts, Financial Planning, Succession Planning
Time is everything when it comes to estate planning. Regardless of whether procrastination is your default mode, it’s essential to set aside any delaying tendencies and attend to your affairs promptly. By establishing a robust estate plan, you can lead a...
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