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Insights and guidance to inform and shape your financial fitness

Stay informed and take control of your financial future with our blog. We share expert insights and financial strategies to help you build wealth.

Estate planning checklist for Australian couples covering wills, super nominations and powers of attorney

Oct08

The Documents That Speak For You

Estate Planning for Australian Couples — September 2026 Over the next two decades, $5.4 trillion will transfer to the next generation of Australians. Most of ...

Business exit planning for pre-retirees: When Your Business Is Your Retirement Plan by Victor Idoko, CFV Advisory. Only 16% of retiring owners have a written plan.

Oct07

When Business Is Your Retirement Plan

Business exit planning is the retirement task most owners leave until last. Yet it’s the one part you can’t rush. Nearly one in three Australian ...

Sep29

If I’m Gone Tomorrow

An estate planning checklist is the most important document most Australian families never write. According to Adviser Ratings, tax tops the wealth-transfer worry list for ...

Family money meeting guide by Victor Idoko, CFV Advisory — the $5.4 trillion wealth transfer and the 17% tax on super left to adult children

Sep22

The Family Money Meeting

A family money meeting is the cheapest piece of estate planning you will ever do. Yet most Australian families never hold one. Meanwhile, around $5.4 ...

Binding death benefit nomination explained by Victor Idoko, CFV Advisory — why your will doesn't control your super, the 3-year lapse rule and 17% tax risk

Sep15

Super and Your Will

Your will doesn’t control your super — and a binding death benefit nomination is the document that does. For couples heading into retirement, super is ...

Sep08

Estate Planning in Your 60s

Estate planning in your 60s is less about death and more about decisions. If something happened to you tomorrow, would your family know what to ...