This strategy paper overviews five important areas in financial planning for professionals in mining and resources: superannuation; insurance; cash flow; home/property ownership; and estate planning. Take your first step towards building and protecting your wealth by downloading my strategy paper NOW. Read the full strategy paper here.
Your life as a mining and resources professional will always be busy but as the end of financial year (EoFY) approaches, it could be highly beneficial for you to stop and take stock of your financial situation, goals and objectives, and do any necessary fine-tuning before June 30. My EoFY planning tips for mining and…
Our client was a successful business owner in mining and resources whose business and personal financial affairs were tightly entwined, raising concerns that needed to be addresses. This case study describes how we partnered with the client and his wife to prioritise and address their complex financial requirements: building business assets and investment worth; asset…
If your income stopped today, who would pay your bills? Your partner, your parents? Or do you have enough savings to meet expenses for the rest of your life? If the answer is no, then you should consider income protection insurance. Your ability to generate an income is arguably your greatest asset, yet only 31%…
