News
We all lead busy lives so juggling family, work and personal responsibilities can be complicated – particularly when people we love need increasing levels of care and support. This article takes a look at what to consider and where to start when you have older parents.
There is a wide range of issues that need to be considered when dealing with estate planning documents. The first, however, is who to choose as the executor.
To help you stay informed about global affairs, here is a simple to read snapshot of the current markets, economic and political landscape.
We thought it was a really good time to remind everyone that scammers are increasing their efforts to trick you into providing your personal information for something that looks like a legitimate service or offer.
Over the years, the work test rules have played an important role in determining if older Australians can make certain voluntary superannuation contributions.
The time may come when you need to make financial decisions on behalf of a parent as the Enduring Power of Attorney (EPoA). Is this an honour or a burden?
Few people know about the Pension Loan Scheme (PLS). This factsheet explains what a PLS is, who can access it and how to apply.
A recent scenario from Craig Phillips, Senior Financial Advisor with Phillips Wealth Partners unfolded as we assisted a family to navigate the aged care system, providing solid financial outcomes before moving their loved one into care.
We are very excited to introduce our newest team member Eunice Quilapio.
Learn the steps of how to access home care services through aged care by joining us on a webinar on 3 February at 12PM. Please register for this short, but informative session presented by Luisa Capezio, our aged care advisor at Phillips Wealth Partners.
Insight Investment dealer group share an interesting update on the Market, Economic situation and political landscape.
Every year, scams cost Australians, businesses and the economy
hundreds of millions of dollars and cause emotional harm to
victims and their families. The best way to stay safe is to be aware and learn more about what scams are out there.