Estate Planning Archives

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Featured in the Coal Coast Baby Issue

Allan Dunn from Innovus Advice was thrilled to have been invited recently to contribute an article to this months Coal Coast Magazine. The topic was on The Financials of starting a family, and while we all know that kids are…

Paul WrightNovember 7, 2023

Death end of life retirement home aged care Innovus advice wollongong illawarra financial planner financial adviser corporate accountant auditor paul wright best financial planner in wollongong

Advice Estate Planning

And then there was one…

One of the questions that is regularly asked relates to how superannuation is dealt with on a person’s death. Picture this… Dave and Marg are retirees. They both have accumulated superannuation which is being used to pay each of…

Allan DunnNovember 12, 2021

Advice Estate Planning Retirement Superannuation

Can I Afford To Retire?

“Client: “Can I afford to retire?” Me: “How Much will you need to live on in retirement?” Client: “Dunno, how much do other people need?” Me: “I’ve heard everything from $40,000 p.a. to $200,000 p.a.” Setting realistic retirement goals is…

adminJune 12, 2018

Estate Planning Retirement

A Simple Wealth Accumulation Strategy

In my role as a financial adviser, perhaps the most common question I am asked is ”what do I need to do?” My inevitable reply is usually something like - “To achieve what?”. “Why, to get rich of course” “What…

adminJune 8, 2018

Business Estate Planning Retirement Superannuation Uncategorized

My Business Is My Super – Isn’t It?

When we commit all of our resources, family, financial and emotional to our business, there had better be a reward at the end which we and those dearest to us can enjoy. As business owners there are rewards in just…

adminSeptember 20, 2016

Advice Business Estate Planning Families Investments Property Retirement Superannuation Young People

What Do I Do? Sometimes

Sometimes I am an investment consultant Sometimes I am a shoulder to cry on Sometimes I am a tax expert Sometimes I am a marriage counsellor Sometimes I am an insurance consultant Sometimes I stand between you and doing something…

adminOctober 21, 2015

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Estate Planning