Welcome to the fourth 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:

  • Don’t just focus on paying off the mortgage, start to invest
  • Legal implications of ‘the bank of mum and dad’
  • Pros and Cons of downsizer contributions
  • How high will the cash rate go?
  • Family trusts: Tax and legal considerations
  • Life Insurance – what do I need?
  • Expected falls in Sydney property market

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.