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Future Financial Services Blog

by Alex McKenzie

Financial planning advice to guide you through your life stages. Financial advice for when you are looking to buy your first home, start a family or looking to retire. This blog aims to show the relevance of Superannuation, insurance and investment for everyday families.

14
September
2018

Estate Planning

Estate planning for blended families

In recent times we have a much higher prevalence of, for a lack of a better term, “non-traditional families”. This presents some different challenges when it comes to estate planning. With second marriages, long-term de facto relationships and blended families being commonplace, it is becoming increasingly likely that succession laws will not reflect your wishes and you need to make plans to ensure that your assets are distributed as per your requests.

These considerations may also be relevant if a beneficiary is in a “non-traditional (again, I hate that term) family” situation.

Written by: Alex McKenzie Categories: Future Financial Services Blog

18
May
2018

Help from a Financial Advisor

How can a Financial Advisor help me?

The Royal Commission has certainly caught some media attention with the banks and AMP being rightfully called out on some appalling behaviour.  Something I noticed myself on social media was a lot of comments encouraging people to “do it themselves” and not seek financial advice. I’ve also read a number of comments from people providing advice that is either wrong, overly simplistic or only correct for a small number of people. This is dangerous and may be an unintended consequence of the Royal Commission.

All this reminded me that most people have little understanding of what financial planners do and how we can help you. Selecting a superannuation fund is not where an advisor adds value. Although they can assist in making sure that your fund is appropriate, this is only a small part of the advice they provide

Written by: Alex McKenzie Categories: Future Financial Services Blog

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