Quoted
in
Sydney
Morning
Herald
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Second-time-rounders
get
real

In this article written by Sylvia Pennington, I was quoted on my experience with couples who get married later in life. Do they combine finances or keep them separate given issues such as inheritances and children from former marriages. I found that the majority of my financial planning clients who formed relationships in their 50's and 60's did indeed combine their finances however on my advice, have implemented very secure estate plans to ensure that their assets pass to whom they would like. This includes comprehensive Wills, Enduring Power of Attorney and Enduring Guardianship documents along with binding death benefit nominations made through their superannuation funds.

SMH article on relationships after age 50

Read the full article
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