by adminfwc | Sep 16, 2025 | Financial Planning, Investment, Retirement, Tax
No. 223 – Time plus compound interest equals big returns Question I’m a 74-year-old ‘financially illiterate’ gran learning so much from your column. I have a newborn grandson and would like to start some sort of ‘fund’ for his future. What would you advise?...
by adminfwc | Sep 8, 2025 | Estate Planning, Financial Planning, Investment, Tax
No. 222 – Structures and strategies to help create lasting family wealth Question I have built up a substantial set of assets and have no debt. How do I structure my finances to create long-term wealth for my children and grandchildren? Answer Getting the right...
by adminfwc | Aug 31, 2025 | Business, Financial Planning, Investment, Tax
No. 221 – Buy-and-sell structures are crucial for businesses Question I run a business with two partners. Things are fine now, but what if one of us dies? A friend passed away last year, and it ended up in a messy legal fight between his family and the business...
by adminfwc | Aug 28, 2025 | Financial Planning, Investment, Retirement, Tax
No. 220 – How to strike the right balance between caution and growth Question With inflation now around 3%, the Reserve Bank cut rates by 0.25%. That’s great for borrowers, but I’m a 68-year-old pensioner living off the interest from a 32-day call account. I...
by adminfwc | Aug 19, 2025 | Financial Planning, Investment, Retirement, Tax
No. 219 – Using extra money smartly can maximise your retirement funds Question My spouse has no pension or retirement fund. He has just sold a property and now has a few million in the bank. Can we put that into my pension or retirement annuity to boost our...
