Legacy or liability? Planning a smooth wealth transfer
July 7, 2025
Australians inherited an estimated $150 billion in 2024, an increase of more than 70 per cent in a decade, according to a JBWere report.i It’s a number that’s predicted to…
The PODCAST – Retirement Series | The Family Home and Aged Care: What You Need to Know | Episode 6
May 23, 2025
Welcome to episode 6 of the PODCAST, our Retirement Series podcast, which helps you turn your retirement dreams into a reality. Whether you’re preparing to leave the workforce or already…
The Rich Life Vol 87
November 14, 2024
IIt’s the last month of Spring and with summer on the way and many already planning for Christmas and holidays, it might be a busy month. The Centaur office will…
Is a retirement village right for you?
November 13, 2024
The retirement living sector is growing rapidly in Australia as the population ages and demand increases for a spot in a retirement village. For many people, the idea of having…
The Rich Life Vol 86
October 1, 2024
It’s October and, as Spring delivers a bracing mix of weather events from rain and wind to snow and hail in some parts, we’re looking forward to the longer, warmer…
Estate planning gives you a final say
October 1, 2024
Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care about, saving them from dealing with a financial and administrative…
Yours, mine & ours – estate and succession planning for modern families
October 2, 2023
Navigating complex family relationships and blended families can be challenging at times and particularly when a family member dies. A good estate plan can help to make sure your wishes…
Managing the costs of raising children
July 4, 2023
It is a special feeling to welcome a new child or grandchild into the world and watch them grow. Sharing their joy as they reach new milestones is priceless. Of…
Who needs a testamentary trust?
June 1, 2023
The rising cost of living is grabbing all the attention right now as people struggle to pay the increasing prices. But in the meantime, our collective wealth has been growing…
The Rich Life Vol 59
July 1, 2022
Welcome to our July newsletter and the start of a new financial year. With winter in full swing, it’s a great time to rug up by the fire, take stock…
A Will to give
July 1, 2022
As baby boomers shift into retirement, Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet estate or inheritance planning is rarely discussed by families. Talking…
When someone passes away
February 2, 2022
When a loved one passes away, the last thing you want to be thinking about is the responsibilities that might fall upon you. Sometimes, having to think about the practicalities…
October News
October 9, 2019
It’s October, a turning point in the year when the days begin to get longer and many states switch to daylight saving. Time to spring clean your home, your finances…
Caring for family with a will
October 9, 2019
Few of us like to think about death, let alone plan for it. But far from being morbid, getting your affairs in order and drawing up a Will is one…
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