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How To Keep Your Money Safe In 2025 - Paul Snow & Jay Burke | # 143
In this episode we sit down with Paul Snow, Principal Lawyer and Director at HG Legal and Conveyancing, for a deep but down to earth chat about the reality of estate planning, superannuation and the not so hidden "death tax" in Australia.
Paul shares his personal journey from footy fields and boxing gyms to building a thriving legal practice and why creating community, mental resilience and financial security all tie together. We unpack:
💼 Why most Aussies don't actually "own" their super the way they think they do
🏡 How to make sure your assets go to the right people and not the tax office
📜 The importance of binding nominations and proper wills
💬 What's really going on with talk of a death tax and how it could affect families
💡 Plus, how early financial education and a bit of planning can change your kids' future
It's a relaxed, insightful conversation about money, mindset and legacy, perfect for anyone who wants to protect what they've worked hard for and set their family up for success.
👉 Follow Paul on Instagram:
https://www.instagram.com/hg_law/
For more insights on legal, property and financial planning, tune in and join the conversation.
If you'd like to get in touch with us:
Facebook:
https://www.facebook.com/burkebrittonfp
Instagram:
https://www.instagram.com/burkebrittonfp
TikTok:
https://www.tiktok.com/@burkebrittonfp
Spotify:
https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU?si=cf8cd688f0bd4d6c
If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, [email protected], visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via
https://app.acuityscheduling.com/schedule/98ed563c. You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.
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By Burke Britton Financial PartnersIn this episode we sit down with Paul Snow, Principal Lawyer and Director at HG Legal and Conveyancing, for a deep but down to earth chat about the reality of estate planning, superannuation and the not so hidden "death tax" in Australia.
Paul shares his personal journey from footy fields and boxing gyms to building a thriving legal practice and why creating community, mental resilience and financial security all tie together. We unpack:
💼 Why most Aussies don't actually "own" their super the way they think they do
🏡 How to make sure your assets go to the right people and not the tax office
📜 The importance of binding nominations and proper wills
💬 What's really going on with talk of a death tax and how it could affect families
💡 Plus, how early financial education and a bit of planning can change your kids' future
It's a relaxed, insightful conversation about money, mindset and legacy, perfect for anyone who wants to protect what they've worked hard for and set their family up for success.
👉 Follow Paul on Instagram:
https://www.instagram.com/hg_law/
For more insights on legal, property and financial planning, tune in and join the conversation.
If you'd like to get in touch with us:
Facebook:
https://www.facebook.com/burkebrittonfp
Instagram:
https://www.instagram.com/burkebrittonfp
TikTok:
https://www.tiktok.com/@burkebrittonfp
Spotify:
https://open.spotify.com/show/5k17gfi5Kw10osJmeONLoU?si=cf8cd688f0bd4d6c
If you are seeking personal financial advice specific to your circumstances you can contact the team at Burke Britton Financial Partners on 0352217700, [email protected], visit our website at www.bbfp.com.au or book a 15min call to see how we can help you via
https://app.acuityscheduling.com/schedule/98ed563c. You can find us on Twitter, Instagram & Facebook @BurkeBrittonFP PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners ABN 67 097 381 523. PB Financial Solutions Pty Ltd trading as Burke Britton Financial Partners are Authorised Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 327, AFS Licence No: 232706. Any advice contained in this podcast is of general nature only and does not constitute personal financial product advice. In preparing this podcast, no account was taken as to the objectives, financial situation or needs of any particular person. Therefore, before making any decision, listeners should consider the appropriateness of the advice with regard to their particular objectives, financial situation and needs.