Passing on wealth: investment bonds for estate planning

When most people hear the words “estate planning” they usually think that wealthy individuals are the only ones who need it. Regardless of how much money you have, you need to think about what will happen to your assets and who should receive your valuables after you’re gone.

How debt can help you build long-term wealth

Consolidating your debts, reducing your credit cards to a low or zero balance card, and making sure you’re paying the lowest possible rate on your mortgage are just some steps on how to manage debt and get on top of your loans.

Accumulate and educate with an investment bond

The cost of children’s education has risen significantly in recent years. An investment bond can help considerably towards those cost. Read on to understand how.

Is An SMSF The Right Answer For You?

A SMSF can appear to be complex to mange, but it can be simplified. “Is An SMSF The Right Answer For You?” explains how.

Meet Our Administrator Team Member – Alex Crow

Vince Gagliardi from the MB+M/OzPlan Wealth Creation team talks to Alex Crow – Administrator, MB+M/OzPlan Wealth Creation Team member.

The team comprises twelve dedicated professionals who look after our clients and prospective clients to discuss & advise on their Financial wellbeing and subsequently manage their investment portfolio needs.

New Rules for Super Age Limits and Work Test

MB+M Wealth Creation Team brings you an informative article from Morningstar (provider of investment research and management services) on a very topical subject – Sustainable Investing.