STEP – Advising Families Across Generations’ Post

Protecting your wealth is crucial when investing internationally. Trust LFA, your Swiss partner in wealth management. Contact us today for personalized solutions. https://bit.ly/3tufnIv #WealthProtection #RiskManagement #InternationalDiversification #LFA

RBC Wealth Management clients, M.J. and Craig, share how wealth planning helped them achieve their financial goals. The post Video: Hear from our clients: Building confidence with the right planning appeared first on RBC Wealth Management.

RBC Wealth Management clients, M.J. and Craig, share how wealth planning helped them achieve their financial goals. The post Video: Hear from our clients: Building confidence with the right planning appeared first on RBC Wealth Management.

💡 Estate planning is an essential step for everyone to undertake. Regardless of the extent of your wealth and assets, a legally-binding Will is one of the surest ways to ensure your estate will be distributed according to your wishes and intentions. You are well advised to review your Will regularly, especially as and when you enter different life stages. You might also want to utilise other estate planning tools, such as setting up a Trust or appointing a Lasting Power of Attorney (LPA) and an Advance Medical Directive (AMD). 📝 Feel free to connect with me if you’d love to know more about estate planning. Disclaimer: The content above is provided by the person or company mentioned. The information or service is not provided by or related to Manulife Financial Advisers Pte. Ltd. #estateplanning #financialconsultant #summitplanners

💡 Estate planning is an essential step for everyone to undertake. Regardless of the extent of your wealth and assets, a legally-binding Will is one of the surest ways to ensure your estate will be distributed according to your wishes and intentions. You are well advised to review your Will regularly, especially as and when you enter different life stages. You might also want to utilise other estate planning tools, such as setting up a Trust or appointing a Lasting Power of Attorney (LPA) and an Advance Medical Directive (AMD). 📝 Feel free to connect with me if you’d love to know more about estate planning. Disclaimer: The content above is provided by the person or company mentioned. The information or service is not provided by or related to Manulife Financial Advisers Pte. Ltd. #estateplanning #financialconsultant #summitplanners

💡 Estate planning is an essential step for everyone to undertake. Regardless of the extent of your wealth and assets, a legally-binding Will is one of the surest ways to ensure your estate will be distributed according to your wishes and intentions. You are well advised to review your Will regularly, especially as and when you enter different life stages. You might also want to utilise other estate planning tools, such as setting up a Trust or appointing a Lasting Power of Attorney (LPA) and an Advance Medical Directive (AMD). 📝 Feel free to connect with me if you’d love to know more about estate planning. Disclaimer: The content above is provided by the person or company mentioned. The information or service is not provided by or related to Manulife Financial Advisers Pte. Ltd. #estateplanning #financialconsultant #summitplanners

RBC Wealth Management clients, M.J. and Craig, share how wealth planning helped them achieve their financial goals. The post Video: Hear from our clients: Building confidence with the right planning appeared first on RBC Wealth Management.

INDUSTRY UPDATE Exciting to share insights from Dan Holden regarding potential legislative changes impacting the financial landscape in 2024. In the upcoming year, there's a likelihood of new legislation targeting sophisticated investor entry requirements. Such changes could pose challenges to the non-bank lending sector, potentially limiting opportunities for investors and redirecting them towards lower-yield, conventional investments with high fee structures. At HCP, we're taking proactive steps: * Objecting to this policy shift that may disadvantage current and prospective investors with the capacity and expertise to engage in this sector. * Encouraging investors to voice their objections to these proposed changes. Find details on how to participate on our website. Explore more about this critical update through the link in our bio. Stay informed, stay ahead. #holdencapitalpartners #hcp #propertydevelopment #investment #propertyfunding #opportunity #construction #siteacqusition #building #trustedpartners #loaninvestment #qldinvestors

💡 Estate planning is an essential step for everyone to undertake. Regardless of the extent of your wealth and assets, a legally-binding Will is one of the surest ways to ensure your estate will be distributed according to your wishes and intentions. You are well advised to review your Will regularly, especially as and when you enter different life stages. You might also want to utilise other estate planning tools, such as setting up a Trust or appointing a Lasting Power of Attorney (LPA) and an Advance Medical Directive (AMD). 📝 Feel free to connect with me if you’d love to know more about estate planning. Disclaimer: The content above is provided by the person or company mentioned. The information or service is not provided by or related to Manulife Financial Advisers Pte. Ltd. #estateplanning #financialconsultant #summitplanners

💡 Estate planning is an essential step for everyone to undertake. Regardless of the extent of your wealth and assets, a legally-binding Will is one of the surest ways to ensure your estate will be distributed according to your wishes and intentions. You are well advised to review your Will regularly, especially as and when you enter different life stages. You might also want to utilise other estate planning tools, such as setting up a Trust or appointing a Lasting Power of Attorney (LPA) and an Advance Medical Directive (AMD). 📝 Feel free to connect with me if you’d love to know more about estate planning. Disclaimer: The content above is provided by the person or company mentioned. The information or service is not provided by or related to Manulife Financial Advisers Pte. Ltd. #estateplanning #financialconsultant #summitplanners