Heart and head: managing an inheritance
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Receiving an inheritance brings greater responsibility than receiving any other form of financial windfall. It’s a delicate, emotional path, and one you should tread carefully.
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News From Wynyard Park Private Wealth
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This material is provided for information only. No account has been taken of the objectives, financial situation, or needs of any particular person. Accordingly, investors should, before acting on the information provided, consider the appropriateness of the advice, having regard to the investor’s objectives, financial situation, and needs.
A Will isn’t always the only way
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You would have heard the saying: “where there’s a will, there’s a way”.
Read MoreEstate Planning: What’s the right strategy for you?
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Putting plans in place for the transfer of ownership or control of assets in the event of death is not a task many of us will willingly or enthusiastically engage in.
Read MoreWhen the falling AUD can benefit your investment portfolio
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While the Australian Dollar has been sinking versus the US Dollar for the majority of 2022, many have seen a big hit to the hip-pocket when it comes to the cost of travelling or paying for goods or services from the US.
Read MoreIt’s our business to know your business
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If you are a small business owner you would know the importance of having a good team behind you. That includes a team that can help look after your finances, talk to you about appropriate business insurance and discuss succession planning for when you decide to wind up the business, or you are forced out due to ill health or death.
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