Happy New Year and welcome to our first quarterly newsletter for 2024

The biggest intergenerational wealth transfer will happen over the next couple of decades, so it’s important to understand how to manage this process to ensure your assets are distributed according to your wishes. Find out more in this article.

If you’re beginning to think about the next phase of your life, it’s time to consider what your retirement income could look like. There are various ways to access your super and here, we look at some of the pros and cons for each.

The cost of living has impacted many over the past couple of years. Here, we outline a few ways to help you stay on top of your finances.

Employers are desperate for workers and cost of living pressures are making it tough for retirees. That’s a perfect mix of conditions to send some retirees back to work. But it’s smart to get good advice before you take the leap.

If you’re considering making some professional or personal changes this year, this article explains how small incremental changes can help you achieve your goals. 

We love to hear from you, so please feel free to contact us with any questions about our articles in this newsletter on 0414190912 or email martin@wtfp.com.au

Kind regards,

Martin Wajda