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.
Don’t skip this talk with your parents
It’s probably going to be among the tougher conversations you’ll have with your mum and dad but it’s one of the most important. Discussing your parents’ financial affairs with them to ensure they are protected as they age can be a delicate conversation but it shouldn’t be avoided. Protecting their assets, understanding how the pension […]
Who gets your Superannuation if you die?
If you pass away suddenly, your superannuation may not necessarily go to the people you want. Many people do not realise that under Australian law, the trustee of your super fund could actually have control over who gets your money when you die. So how do you make sure your super goes to the right […]
‘Pre-boomers’ embracing online shopping.
“Pre-boomers” – the parents of baby boomers – are set to become the fastest-growing group of online shoppers, new research has found. A report by the Commonwealth Bank says pre-boomers – who are aged 70 or older – are embracing online, with internet shopping by the group projected to increase by 18 per cent in […]
What you should be aware of if you have Power of Atty. for a senior.
Many of us want to care for our ageing loved ones; but this isn’t always straightforward – especially for the “sandwich generation” who have the added pressure of caring for children at the same time. This is why it’s essential to be aware of the issues that can arise, particularly if you have power of […]
Recognising and dealing with financial stress.
At some point in your life, you may have experienced a certain level of financial stress. This may have been due to one or a combination of issues, such as managing your debt obligations, running your household budget, and/or handling the financial considerations of a life event (e.g. marriage, birth of a child, job loss, a sickness or injury, […]
