My Family

For most of us, family is probably the most important element in our lives. But achieving a balance between work and family can be challenging. Working together to set common goals is a rewarding way to create life balance for every member of the family.

It is important to understand the extent of your influence on your family. For example, family life is about transferring family values, your work ethic, and, eventually your assets. One of the ways we facilitate these important values is by setting up and maintaining a Family Charitable Fund, commonly known as Prescribed Private Funds.

Protecting your family is paramount and, unfortunately, disasters occur every day: It does not only happen to others.  Through our unique tool the Family Lifestyle Retainer and a comprehensive estate plan we can prevent a personal disaster becoming a catastrophe.
 
Now that we are living longer than people did in our parents’ day, family responsibilities involve caring not only for our children, but also for our parents. Good quality care costs money. Funding a contingency plan will ensure that elderly parents can live out their lives in comfort and with dignity.

Ask yourself:

• How much did I pay for childcare, school and activities for my children last year? Were these the result of forward planning or did I meet them from my personal exertion cash flow?
• Do I have elderly parents that may need hired care now and in the future?  If so, what are my options for funding this?
• When was the last time I reviewed my will and risk insurance?

Video Testimonial

Testimonial

“The only rock I know that stays steady, the only institution I know that works...”
Lee Iacocca

• www.centrelink.gov.au
• www.pathwaysfoundation.com.au

• Raising Boys by S Biddoff
• What’s the Hurry by C Walker
• Happy Children by R Drekis