Welcome to the final edition of Wealth & Health for 2012. The festive season is nearly upon us … just where does the time go?
Why not embark on the new year with an important lesson for your children and grandchildren? It is never too early to learn good habits, particularly with regards to saving and understanding the value of money. Keeping this in mind, we have included a step by step guide to help you teach your children about the importance of saving and managing their money.
While it is not something many of us like to think about, knowing how and where assets held in your Superannuation will be distributed after your passing is very important. In most cases, Super assets are not treated as part of your estate and therefore need separate planning, please see our enclosed article for more information.
We have also spoken with one of our wonderful clients, Sandro, who has been working with Andrew since 2004. His story reaffirms that it is never too late to plan for your retirement and realisation of your goals and dreams.
We are also celebrating a very important milestone this year; Christine’s 12 years with WealthPartners! We include a insight from Christine and her experience with WealthPartners over more than a decade.