Blog from Independent Wealth Advisors

Wealth Planning: Family trusts in 60 seconds

Historically, Family Trusts originated in England hundreds of years ago. The original purpose was to avoid feudal dues payable on land transactions. A landowner would give a piece of land to a friend to “hold on in trust” for his descendants. This arrangement avoided paying dues as the land passed from one generation to the […]

Here’s to an Early Retirement: The ultimate option of not having to work

I once saw a billboard advertisement about a decade ago which may have been for the Australian Financial Review. It read something like “If you think working is hard, try not working.” It may not have been about early retirement, but it has stuck with me through the years, mainly because there are few ways […]