Your Roadmap to Financial Freedom The Power of Professional Financial PlanningOnly 16% of Australians have a formal financial plan through a professional adviser or planner. A higher proportion set informal financial goals, but only a small minority consistently stick to them. Most Australians prefer to manage their finances independently, with cost and perceived necessity being the main reasons for not seeking professional advice In a financial landscape growing increasingly complex, the difference between achieving financial freedom and merely staying afloat often comes down
Why Everyone Needs a Legal WillProtecting Your Legacy and Loved Ones In Australia, an estimated 52% of adults do not have a valid will. This simple statistic represents billions in assets and thousands of families potentially facing unnecessary complexity, cost, and conflict. Among business owners, the statistics are equally concerning—nearly 45% have no documented succession plan or will addressing their business interests. This planning gap creates significant risk not just for families but for the businesses that often represent a lifetime