Life Events

Life - it happens! be better prepared with with some forward planning.

Life Event Strategies and Information

Marriage in Later Life

Marriage in later life

(Reading time: 2 - 4 minutes)

Romance blooms at any age, including as we get older and supposedly wiser about such things of the heart, and head.

Estate Planning

Distributing your assets - Estate planning in plain English

(Reading time: 4 - 7 minutes)

What is estate planning? - Estate planning is about wealth succession - a way to help protect the wealth you have built over your lifetime, so that it is distributed according to your wishes following your death.

Digital Footprint

A digital life after death

(Reading time: 2 - 4 minutes)

The common thread shared among Walt Disney, Paris Hilton and Britney Spears goes well beyond entertainment.

Career health check

Give your career a health check

(Reading time: 2 - 4 minutes)

Health... check. Finances... check. Career... check?

Are you happy at work? Do you jump out of bed excited about tackling your next project? Or are you counting down the days until your holidays or retirement? 

Will & Legacy

Will it the way you want

(Reading time: 2 - 4 minutes)

It is easy to joke that you don’t care what happens to your assets after you die.

But if you care about your loved ones, it can be far less stressful on them if you leave clear directions on how you would like things handled.

Re-designing your life

The Change – Staying on track after a Divorce

(Reading time: 2 - 4 minutes)

When you find out that your partner is wanting divorce, it’s like a traffic accident, everything goes into a slow motion.

You can see it all unveiling around you, but you just don’t know what to do, or who to talk to. Whether it comes as a sudden shock or more gradually, divorce and separation brings emotional confusion to peoples’ lives and challenging issues to their finances.

Re-designing your life

Making a difference and re-designing your life

(Reading time: 1 minute)

Thank you so much for your support for SFP Founder, Bill Bracey’s inaugural TV appearance on the series – Your Best Interests. 

We’ve been overwhelmed with positive feedback with many resonating with Helen’s story about how financial planning has made a difference to your life.