Author Archives: Rob Wynan

Your estate refers to the sum of your assets, which include cash in the bank, real estate properties, business equities, vehicles, family heirloom, jewellery, artwork, and other things of value that are in your name. Planning your estate is essentially the process of establishing your plan and formally organise how you want your assets distributed […]

Before you go into the details of retirement planning (how much you need to save, where to invest, etc.) it is crucial to understand first why you need to take control of your retirement. While this may seem like a trivial question, research reveals that nearly half of Australians retiring within the next four decades […]

Sydneysiders enjoy exceptionally high quality standard of living, so it is not surprising that the city is one of the most expensive in the world. In a 2010 survey published by Sydney Business Chamber, about half of the respondents believe they need to earn $100,000 or more per year in order to live comfortably. While […]

So you finally decided that you want to seek a financial advisor to keep your finances on track and reach your financial goals. If you don’t know where to begin, we have laid down five critical questions that you need to ask your financial advisor to clear out any confusion you might have. Asking these […]

The Millennial Generation is always in the spotlight nowadays because of the things they do differently than what their parents did in the past. The Millennials or those who are born between 1977 and 1995 are delaying traditional milestones in life according to a new study. The preceding generations were quick to buy their first […]

With more Australians living longer, healthier lives and the government increasing age eligibility for pension starting July 1, it is never been more crucial to ensure that your superannuation will serve its purpose – to help you live a comfortable retirement. If you are in your early 30s, it can be easy to ignore this […]

You may be fresh out of uni and ready for your next adventure! It is an exciting time to finally enter the workforce and receive your first payslip.  It’s a great season to meet new friends, build relationships, and travel the world. This newfound freedom comes with a set of responsibilities though. Living on your […]

It is never too early for anyone to engage in estate planning. Estate planning saves your family a lot of trouble when you’re gone. You can decide what will happen to your assets and possessions after death or mental disability through estate planning.  When you plan beforehand, you can potentially minimise taxes and other costs […]

Buying a residential or commercial property using a self-managed super fund or SMSF is becoming popular in Sydney. It is a good way to buy property if you don’t have enough funds in your own name, and you don’t want to get a conventional property loan from a bank. It is also an effective way […]