If you’re approaching retirement and your finances feel scattered across multiple super funds, direct shares, investment properties, insurance bonds, and various cash accounts, you’re not alone.
A professional couple in their early 50s—let’s call them David and Sarah—had recently reached a significant financial milestone: their mortgage was fully paid off, and their children had completed secondary school.
As the financial year draws to a close, many professionals find themselves in a familiar place: juggling tax planning, superannuation deadlines, and last-minute paperwork, while also trying to keep an eye on their broader financial goals.
Writing a Will can be a daunting — not to mention emotional — task. But without considering these questions, your efforts at end-of-life planning may be incomplete.
