We can help navigate the complex issues that present themselves when considering a complete plan for the succession of your business as well as your estate to ensure your wealth is transitioned successfully to the next generation.
We can assist you with:
- What is Succession Planning?
- What is Estate Planning?
- Ensuring your wealth is dealt with according to your wishes,
- Understanding the importance of a Will, Enduring Power of Attorney, Testamentary Trust and Guardianship arrangements,
- Nomination of beneficiaries in your superannuation funds.
Why we are confident in the Australian market’s ability to bounce back? Listen to John speak about the fundamentals of business, and how we are going to adapt…
insight into what you can do to assist yourself during this pandemic, and what we can do as your adviser to help.
Should I Stay or Should I Go? Not the time for panic selling. With most major stock markets down around 30 – 35% at the time of writing,…
We are currently in a unique situation with the market being affected by Covid-19 (Coronavirus). John Mackenzie speaks about Clear Waters financial planning investment philosophy and market fundamentals.