Welcome to our second issue of HLB Mann Judd Sydney’s Personal Wealth Adviser publication.

This issue of Personal Wealth Adviser provides insights into what you should be doing today to help secure the future for you and your family.

This issue includes articles on:

  • Bank of Mum and Dad – beware the risks
  • Why 10 year forecasting is best
  • What happens if I lose my capacity to make my own financial and lifestyle decisions?
  • What is a family trust, and should I set one up?
  • Why you should use a mortgage broker
  • Key Personal Insurance matters at End of Financial Year

Our personal wealth management team in Sydney includes specialists in debt advisory, estate planning and personal insurances as well as wealth management, superannuation and SMSFs.