Create a legacy is the 7th step on the Financial Freedom Wheel™. Financial freedom includes knowing your affairs are organised and the people you care about will be looked after. Many people think estate planning is just about having a will. In reality, it’s much broader than that. It also includes things like who receives […]
Annuities provide guaranteed income for life – peace of mind many retirees value. But they aren’t for everyone. How They Work You invest a lump sum with a provider in exchange for regular payments, either for a set term or for life. Pros Certainty: income regardless of market performance. Simplicity: fixed, predictable payments. Protection: reduces […]
Tax changes are coming — and proactive planning matters. Recent developments concerning Capital Gains Tax (CGT), negative gearing and the taxation of trusts could have significant implications for Australian investors and business owners. At The Hendrie Group, we’re already reviewing what these changes may mean for our clients and identifying who could benefit from taking […]
Few pre-retirees want to think about aged care, but planning ahead can make the experience less stressful – financially and emotionally. The Types of Care Home care: Government-subsidised packages help with cleaning, meals and nursing support. Residential aged care: For those who can no longer live independently, with accommodation, meals and medical care provided. Costs […]
Thankfully, we make your next step easy. It’s as simple as telling us what you’re looking to achieve and the type of support you want. You talk, we listen.
You know this as well as we do: Nothing changes until action is taken.
Thankfully, we make your next step easy. It’s as simple as telling us what you’re looking to achieve and the type of support you want. You talk, we listen.
The Hendrie Group
Level 1, 23 Lacey Street Croydon, Vic 3136
(PO Box 489, Croydon Vic 3136)
03 9725 2533
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