The gender super gap and women’s wealth
Most people are familiar with the gender pay gap, the average difference between remuneration for working men and women....
When you come to see us for your first financial planning meeting we will obviously want to know about your assets and liabilities and income and expenditure. However much more importantly we want to know what matters to you. We really want to know what you want to achieve, what are your objectives and it is very helpful if you've already considered this before the meeting.
Objectives around cash reserve or retirement are fairly common, however it is very important that each objective is a SMART objective and as specific to you as possible.
Watch the video to find out more or speak to our Ulton Wealth Management team.
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Most people are familiar with the gender pay gap, the average difference between remuneration for working men and women....
Treasurer Dr Jim Chalmers unveiled the proposed Better Targeted Super Concessions as a new tax on super in February 2023...
Our educational estate planning resource to ensure you're on the right track