The focus for most business owners is frequently on business goals. Yet most go into business with personal and financial goals such as providing for their families and creating wealth. A key component of succession planning for business owners that is completely overlooked or not attended to correctly is planning for unexpected events such as…

7 Dimensions of Retirement Planning  Retirement planning has been traditionally provided in one dimension with a focus on financial matters only.  Increases in longevity, and ongoing uncertainties about being able to fund your own retirement, require a new way of planning for retirement.  A new multi-dimensional way of planning for retirement is required which not only…

Estate planning is one of the most important and valuable issues you should consider for your family. However it is rarely discussed and adequately addressed. Here are 10 reasons why estate planning is important. Why Estate Planning Is Important Baby Boomers Due to our ageing population in Australia it is estimated that $407 billion dollars worth of…

Recently there has been a constant stream of negative publicity about the financial planning profession with numerous inquiries and major reforms taking place.  Estimates also suggest that only 10 to 20% of the adult population have received professional financial advice. Despite this background and poor take up amongst the general population, there is a growing need…

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Geoff Ivanac is a Sub-Authorised Representative (No. 000309751) of Barsden Private Wealth Pty Ltd ATF The BPW Trust (ABN 41 153 930 799) trading as Barsden Private Wealth.

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