Jade Khao CFP®

Advice Director, ANZ

Jade is a CERTIFIED FINANCIAL PLANNER Professional and executive leader with excellent career credentials in the financial services sector having leveraged strong leadership, change management, technical, communication and relationship building skills to manage the full spectrum of advisory engagements including multimillion-dollar projects. Jade has a proven track record for improving business processes, driving transformational change and leading large teams to deliver quality service in high-volume, client-facing environments.

Articles by Jade Khao CFP®

Jade Khao CFP®

Top tips for business succession planning – from a financial planner

Whether you're a founder of a thriving enterprise or a small business owner with big dreams, one thing is certain: your business won’t run itself forever. Succession planning is often overlooked until it’s too late, but a well-thought-out exit strategy can be the difference between a smooth transition and a chaotic scramble. So, when should you start planning? What should you consider? And how do you avoid common pitfalls? Here are the top tips...

Amanda Ragkousis

The great wealth transfer – 7 tips for giving and receiving an inheritance

We’re about to witness the biggest transfer of wealth in Australia’s history. Over the next couple of decades, more than $3.5 trillion is expected to change hands between generations. Whether you’re preparing to pass on your wealth or set to receive an inheritance, the same questions come up...

Nick Zvezdakoski

Estate planning isn’t about death – it’s about legacy

Julia Newbould

Aged care facility choices

Navigating aged care can be quite a challenge, especially with the new rules that come into effect on November 1, 2025. If you were already in the system before entering care, you might still be eligible for the old rules to continue.

Joel Carty CFP®

Intergenerational wealth – ensuring your family benefits

Julia Newbould

What to include in my will

Your will is one of the most important documents you’ll ever work on.

Julia Newbould

Aged care – how advisers can add value

Aged care costs, government assistance and asset tests are complex and based on personal details. Your neighbours and friends might be able to tell you about their experiences with their mums, dads, partners and friends going into care, but your experience is likely to be different as it is based on a number of factors: income, assets and relationship status...

Paul Peng Yang CFP®

Why it’s important to set an investment philosophy before investing

Investing is a journey fraught with uncertainty, emotional ups and downs, and the allure of quick wins. Many investors, however, fail to achieve their financial goals because they lack a guiding framework. An investment philosophy serves as a compass, ensuring that decisions are aligned with well-defined principles rather than impulsive reactions to market noise.

Joel Carty CFP®

Tax-effective investing: strategies to grow your wealth while minimising tax

Investing isn’t just about growing wealth - it’s about doing so efficiently. In Australia, taxation plays a critical role in shaping investment returns, but with the right approach, investors can legally minimise tax and maximise gains.

Daniel Thompson

Tax tips for the end of financial year (EOFY)

As the end of the financial year (EOFY) approaches, it's a great time to review your finances and implement strategies to minimise your taxes. Whether you're an employee, investor, business owner, or planning for retirement, here are some key considerations to ensure you're making the most of available tax benefits.

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