Estate Planning 2 - Canny Group

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Surplus Income Investing: Sustainable + Ethical

Advisory, Savings + Investments / Zach Henderson

The goal of investing to maximise profit is giving way to a different approach, where investors seek to use their money as a force for good.

Surplus Income Investing: Sustainable + Ethical Read More »

Pictured; Jayden Scott, standing smiling in a dark grey suit. Behind him is a photo of a space shuttle taking off with its thruster creating a large cloud of smoke around it.

Can You Boost Your Super While Retired?

Advisory, Retirement Planning, Savings + Investments / Zach Henderson

Can you boost your super while retired? The answer is… it depends. Unfortunately, it isn’t as simple as what some people may think.

Can You Boost Your Super While Retired? Read More »

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Transition To Retirement for Business + Commercial Property Owners

Advisory, Retirement Planning / Zach Henderson

Retirement marks a significant milestone in one’s life, especially for business and commercial property owners

Transition To Retirement for Business + Commercial Property Owners Read More »

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Can Self-Managed Super Funds Borrow?

Advisory, Self-Managed Super Funds (SMSF) / Zach Henderson

So, you have a Self-Managed Super Fund, SMSF for short (or maybe you are considering establishing one)

Can Self-Managed Super Funds Borrow? Read More »

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Beyond The Will: Do You Need Comprehensive Estate Planning?

Legal, Wills, POA + Estate Planning / Zach Henderson

At your initial Will appointment, many questions need to be asked, sometimes mundane and sometimes more personal.

Beyond The Will: Do You Need Comprehensive Estate Planning? Read More »

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Should I Continue To Invest During Retirement?

Advisory, Retirement Planning, Savings + Investments / Zach Henderson

As retirement approaches, many people face a crucial decision: should they continue investing throughout their retirement?

Should I Continue To Invest During Retirement? Read More »

Retirement Planning: Navigating Retirement Across Family Entities

Advisory, Retirement Planning, Savings + Investments / Zach Henderson

Retirement Planning is an important aspect of financial management that people often overlook until they are on the brink of their golden years.

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Superannuation Update 2024: Everything You Need To Know!

Advisory, Self-Managed Super Funds (SMSF) / Zach Henderson

We intend to regularly provide you with these updates as a way of helping you plan for your retirement

Superannuation Update 2024: Everything You Need To Know! Read More »

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Does My Stepchild Have A Right To Claim On My Estate?

Contesting A Will, Legal / Zach Henderson

When making, altering or updating their Will, many people ask the question “Do I need to provide for my stepchild or stepchildren?”

Does My Stepchild Have A Right To Claim On My Estate? Read More »

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Everybody Retires… So Why Do I Need To Plan For Retirement?

Advisory, Retirement Planning / Zach Henderson

We are all going to retire at some stage, some earlier than others and some may choose to keep working well into their 70’s and beyond.

Everybody Retires… So Why Do I Need To Plan For Retirement? Read More »

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Retirement Planning Milestones – Life Stages + Planning

Advisory, Retirement Planning / Edwina Wilkens

Retirement Planning Milestones – Life Stages + Planning Written by: Jayden Scott l Canny Advisory Retirement is a significant life milestone that we all aspire to reach comfortably. However, the key to living a comfortable retirement lifestyle lies in early and strategic planning. For many people, our superannuation will end up being one of

Retirement Planning Milestones – Life Stages + Planning Read More »