Financial Planning News & Blog

Looking for the latest news in the financial planning world, plus tips, tricks, and advice from your Brisbane financial planning team at K2 Wealth? Then you’re in the right place.

If you have any questions about anything we’ve covered in our articles, feel free to leave a comment, or drop us a line. We’ll be sure to get back to you soon.

Reliable Financial Planning Services for Your Accounting Clients

As an accountant, your clients trust you to help them with one of the most personal and important matters in their life: money matters. Your services help people to grow their wealth and business, and to avoid any unfortunate run-ins with the tax office. It’s an important service for one of the most important areas […]

Financial Planning for Dentists – Protecting Your Business & Family

As a dentist, you face a number of unique challenges in your job – especially if you own and run a dental practice of your own. But whether you’re completely new to the dental scene, or you’re working in a long-standing, established practice, you’ll have one thing in common with other dentists across Australia: you’re […]

Getting Your Estate in Order: A (Real Life) Cautionary Tale

If you’ve been married 2+ times, or have kids with 2+ partners, it’s important to leave sensible & sensitive instructions for distributing your estate. Here’s why. As a life insurance adviser, I’m often involved with the families of clients who have passed away. Over the years, I’ve seen many tragic or troubling experiences that could […]

Making a Life, TPD, Trauma, or Income Protection Claim

Insurance is designed to protect you (and often your loved ones) when something negative and unexpected happens. It’s a bit of a cliché, but the best insurance is one you never have to make a claim on. Insurance is designed to protect you (and often your loved ones) when something negative and unexpected happens. In […]

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Income Protection – What Is It & Do You Need It?

Income protection will support this family if their main income earner is unable to work due to illness, injury, or permanent/temporary disability. Have you ever thought about what would happen to you – and your family – if you suddenly found yourself unable to work? It’s an unpleasant question to consider. But it’s an important […]