A Smart Super Strategy Before Age 75 Many Australians approach their early 70s with strong balance sheets — valuable homes, solid income, and surplus cash — yet still feel uncertain about where to place their money next. You need a smart super strategy before Age 75,...
Supporting aging parents early Supporting aging parents and the best financial decisions when selling the family home is better done before the need arises-planning ahead, understanding your options early can reduce stress and protect everyone involved. Turning...
Case Study:Why Reviewing Your Insurance Is Essential When Setting Up an SMSF When transitioning to a Self-Managed Super Fund (SMSF), many people focus on the investment opportunities — property purchases, direct share exposure, and greater control. But one vital...
How do you mitigate financial risk and what is the risk management process?Risk management planning is developing a plan so that there are enough resources to insure your family's financial security. Protecting Your Wealth with smart Risk Management Strategies and...
At FMG, our mission on this planet is to protect your wealth… so my first question is, do you have Insurance cover? Just as importantly, is it the right type of cover that will protect your wealth? And is it the right amount of cover? Insurance is one of those things...
How are you as a woman able to control your finances? With many women likely to become solely responsible for their financial wellbeing at some point in their lifetime, you might very well want to be in control of your finances from now. Along with higher rates of...
Why it is wise to treat beneficiaries equitably in order to protect your and your family's wealth. Here you will learn how to and why it is wise to protect your hard earned wealth and treat beneficiaries equitably as part of your broader succession planning. If...
If you are taking out tax effective life insurance and total & permanent disability (TPD), be aware how it is set up as you may want to arrange the cover in a super fund rather than outside super. What are the benefits? By using this strategy, you could:...
If you have accumulated wealth and assets along your journey through life and or a family business, it is wise to treat your beneficiaries equitably and carefully plan your exit, and your life insurance as part of your broader succession planning, so as not to leave a...
Wealth Strategy Part 3 – ‘Protecting your Assets’; If you’ve used debt to start-up or grow your business, you should ensure you and other key people have suitable insurance cover is the best way of protecting your assets. 💡 What are the benefits of protecting your...
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