Newsblog

Catch-up on the latest news, events and financial information.

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After more than 25 years in the financial advice industry, and as one of ROPAN’s founding directors, Jason Panozzo-Tilè has decided to step away from the firm to focus on his private equity and other business ventures.

Jason has played a pivotal role in shaping ROPAN since its inception. His strategic insight, professionalism, and dedication have been instrumental to our growth and success over the years. The entire ROPAN team extends our sincere thanks for his leadership and contribution to the business and to our clients.

As Jason embarks on this next chapter, we wish him every success in his future endeavours.

Looking ahead, Rodney, Scott, Nick and the wider ROPAN team remain committed to providing the same high-quality financial advice and personal service our clients have trusted for many years.

We thank our clients and partners for their continued confidence and support as we move forward into the next phase of ROPAN’s journey.

Investing for the next generation

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But one of the greatest risks to that legacy can be the challenge of dealing with sudden wealth. When adult children inherit large sums or significant assets without preparation, sometimes the result is family tension, poor decisions or erosion of […]

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Now stepping down at 95 years’ old from his role as CEO on the board of Berkshire Hathaway, one of America’s foremost holding companies, Buffett leaves behind a legacy that has earned him the enduring title of “the Oracle of […]

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Ways to prevent family trust disputes

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A little upfront planning can help preserve relationships as well as assets. When roles, expectations and powers are unclear, disputes can arise and often at the worst possible time, such as after the death of a family member. Why governance […]

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 1. Capital gains in volatile markets Investment markets have been volatile in recent years, with rapid movements in equities, property and fixed income. When investors buy and sell during choppy market periods, capital gains tax (CGT) considerations become even more […]

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