Our Thinking – White Papers

‘White Paper’ is a bit of industry jargon because apparently nobody wants to read a long document called ‘research report’. Call them what you will – this is where we keep the good work our advisers produce when they specialise in a specific group of clients (eg. Doctors) or a specific technical financial scenario (eg. redundancy).

 

Download: White Papers

  • Cashflow Keeper

    A Guide to the Stanford Brown Cashflow & Budgeting Service

    Download
  • Everything You Need To Know About Self Managed Super Funds

    Author: Vincent O'Neill

    In this whitepaper we aim to give you an objective view of the pros and cons of establishing a Self Managed Super Fund (SMSF). Whilst they are not suitable for everyone, for the right people they can be a fabulous tool for building wealth towards retirement.

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  • An Estate Planning Survival Guide

    The purpose of this Will and Estate Planning guide is to help you prepare for the smooth transition of your wealth to your beneficiaries. The information will provide you with an overview of the entire Estate Planning process.

    Download
  • Financial Challenges of Medical Specialists

    Author: David Brown

    A medical practitioner’s career is often associated with high earnings and an enviable lifestyle. But scratch the surface and you’ll uncover complex layers of commercial obligations, personal commitments and business intricacies that are highly vulnerable & all operating in a delicate balance that hinges entirely on one individual.

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  • Financial Planning for UK Expats Living In Australia

    Being a UK expatriate in Australia means that there is an additional layer of complexity in managing your financial planning, no matter how long since you lived in the UK. This White Paper discusses the key financial planning issues of Tax, Investments, Property, Superannuation & Pensions, Estate Planning and State Benefits.

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  • A Redundancy Survival Guide

    Redundancy is a word with few positive connotations. However, it need not be feared. Often much positive change can result. In this White Paper, we have outlined many of the survival tips we have learnt over the years and have shared with our clients to help them cope with what can be one of life’s most challenging events.

    Download

Downloads

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