Succession planning – More than an exit strategy

Succession planning – More than an exit strategy

Although the day may be a long way off, when it comes to exiting your business, the golden rule is to start planning early. With a detailed succession plan in place, you are the one who gets to decide how – and when – you leave your business. You also need to ensure the viability … Read more

March 2025 Newsletter

March 2025 Newsletter

As we say goodbye to summer and hello to autumn, we hope you enjoy our latest newsletter We spend approximately one-quarter of our lives in retirement, so it’s important to understand how much super you might need to enjoy the retirement you deserve. In our first article, we’ve outlined a few things you should consider. … Read more

How $10,000 performed across eight asset classes in 2024

How ,000 performed across eight asset classes in 2024

Another year of varied returns demonstrates the importance of diversification. Global share markets surged into record territory during 2024, delivering double-digit returns to many investors. Indeed, investors using broad-based exchange traded funds (ETFs) to cover the largest companies on U.S. and international share markets would have ended the year with significant gains. By contrast, total … Read more