Join Tim (The Grass is Greener) and Gen (The Reality Cheque) as they come together with financial tips, tricks, and ideas to Kickstart your 2022.

Did you know that only 25% of people in Australia have a valid and up-to-date Will?

Implementing a Will and Powers of Attorney is your opportunity to ensure that the wishes you have for your family are put into writing.

Leaving assets in an Estate can often get complicated. Family relationship dynamics or the relationship status of a beneficiary can cause conflict.

Laura Salsbury from Generation Life explains how an Investment Bond can be used in some circumstance to mitigate conflict and provide certainty.

Whilst an Estate Plan is made up of legal documents such as a Wills and Powers of Attorney, you also have the ability to leave your more personal and intimate instructions to your Executors, Guardians of Children and/or Beneficiaries.

This document is called a Letter of Wishes.

Lucy Percy is a lawyer and is the owner of Head and Heart Estate Planning. Lucy explains the importance of the Letter of Wishes to better assist those that you are relying upon.