Asset Planning

November 29, 2017

Housing options for our older clients

As we all age we need to carefully consider what housing options will suit us best in our twilight years. The growth of retirement villages has […]
October 20, 2016
Tax & Bright Line Test

Trust Management Service

The Government plans on codifying trust law into a new Trust Act. This Act will impose wider duties and obligations on all trustees. Proper record keeping […]
October 5, 2016
Family Trust_Gaze Burt

How to manage a Family Trust

Many have accepted the role of being a Trustee of a Family Trust for a friend or family without knowing what is actually involved in the […]
October 4, 2016
Exit your business_Gaze Burt

How to exit your business successfully

When considering your exit strategy, do you rely on on a well formulated Strategic Plan or simple Blind Hope? I sat down with a client the […]