Welcome to the First edition of Wealth & Health for 2015
With interest rates at historically low rates equity has become a very powerful tool in building future wealth through investments. Our article ‘The Power of Equity’ demonstrates how you can unlock your equity and what considerations you should make before doing so. CLICK HERE TO READ THE FULL NEWSLETTER
Did you know that a comprehensive Estate Plan enables you to manage the transfer of wealth to the next generation, ensuring your wealth, your wishes and the interest of your loved ones are protected? We are very pleased to introduce our comprehensive Estate Planning services inside this issue.
We share with you another one of our wonderful client stories. Thank you to Wendy for sharing her experience and describing how the advice that she has received has assisted her in her journey.
Finally, we are very pleased to be able to offer our clients and their families access to specialist advice when planning for aged care. Our article inside describes the services available to assist you during this often confusing and very emotional time.
We hope you enjoy this edition of our newsletter, and welcome any feedback or enquiries.
The WealthPartners Team