Estate Planning

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8 Common Estate Planning Mistakes by Australian Expats

By | 2019-07-17T07:42:31+08:00 July 17th, 2019|Aussies in Singapore, Australian Expat Financial Advice, Australian Expats, Australian Expats in Singapore, Estate Planning|

“It was my fear of failure that first kept me from attempting the master work. Now, I’m beginning what I could have started ten years ago. But I’m happy at least that I didn’t wait twenty years.” Paulo Coelho   Preparing your estate planning and considering what would happen to your family and loved ones [...]

Common Estate Planning Mistakes to Avoid

By | 2018-04-01T10:23:06+08:00 May 16th, 2016|Australian Expats, Estate Planning, Fee-Based Financial Adviser Singapore, Financial Planning, Superannuation|

For most professional expats in Singapore, we’re focused on earning and building our wealth, rather than spending the time to review how you’ll pass it on. It’s important that you set time aside to start your estate planning journey. This is an important first step, but you must remember, this is just the first step. [...]

Is a Family Trust the RIGHT solution for you..?

By | 2018-04-01T10:23:08+08:00 May 5th, 2016|Australian Expats, Estate Planning, Family Trust, Financial Planning|

A Discretionary Family Trust often forms part of an efficient financial plan for Australian families. While they are an important element of planning for your family’s financial future, most people do not clearly understand the costs and benefits of such a trust structure. Let’s first consider the basics. What is a Trust? A Trust is [...]