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...

Azaria Bell

Planning to retire early – don’t forget the unexpected

The Financial Independence, Retire Early (FIRE) movement is capturing the attention of a generation right now. More and more young Australians in their 20s and 30s are focused on accumulating wealth through high savings rates, strategic investing, and intentional lifestyle choices – all with the goal of winding back work earlier than previous generations ever dreamed possible.

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...

Mark O'Flynn CFP®

The 5 most common financial concerns of new clients

It’s not every day that someone wakes up in the morning and decides to get in touch with a financial planner. Instead, it’s often a pivotal moment, an event, or a concern of some sort, that first triggers the search for advice.

Natallia Smith

Financial strategies for women over 50

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