Gil Gordon

Tomasino was a retired coal miner and a gentle, uncomplicated man. Julia was always smiling and beloved by all. They were out driving one Saturday in their family 4 wheel drive when an undiagnosed Parkinson seizure made Tomasino black out and cross to the wrong side of the road, hitting […]

The Littlest Things Can Matter the Most When Mum Isn’t ...

8 Aug, 2016 in Stories by Gil Gordon

How often have we as advisers neglected to serve our clients well by raising the important issues.Today I was contacted by a lovely young lady who was deeply concerned about her mother Maria’s health. Still working at aged 72, Maria has been a client of ours for 20 years. A […]

The family wanted to help her – but couldn’t!

24 Jul, 2016 in Stories by Gil Gordon

Prelude, extract from story 4:John Tillman and Greg Macintyre owned TillMac Mining Services, a successful Australian company selling machinery and equipment to the mining industry in the Hunter Valley of NSW. In a few years TillMac had grown from zero to several million dollars turnover with 45 staff. Greg was […]

Business was good and then cancer struck; fortunately they had ...

18 Jul, 2016 in Stories by Gil Gordon

John Tillman and Greg Macintyre owned TillMac Mining Services, a successful Australian company selling machinery and equipment to the mining industry in the Hunter Valley of NSW. In a few years TillMac had grown from zero to several million dollars turnover with 45 staff. Greg was the salesman and the […]

A Story of Two Families and One Business Changed Forever

12 Jul, 2016 in Stories by Gil Gordon

Estate Planning For LifeAn efficient, easy-to-use, online system which enables advisers to take on a project management role and gain a holistic view of the client’s estate planning situation.New feature – simplified ‘lite’ processOption to conduct the full estate planning process with multiple reports or a ‘lite’ version for less complex clients with a new ‘lite’ report.Learn […]

New version of Estate Planning for Life released

4 Jul, 2016 in Uncategorized by Gil Gordon

Susan had not had an easy life. Married early to an unpleasant man she had divorced with two young children and worked as a bookkeeper and administration manager most of her life. Her daughter committed suicide 10 years earlier and left Susan to raise a young boy who was now […]

Make sure the divorce paperwork is finalised and be careful ...

23 Jun, 2016 in Stories by Gil Gordon

John was a 60 year old merchant seaman, he had spent years working away from home on various ships having joined the navy as a young man. He had 2 adult children from a prior marriage and had been living happily with Yvonne for the last 15 years when she […]

Who are they and how can they possibly challenge my ...

19 Jun, 2016 in Stories by Gil Gordon

Simon and Eve had been happily married for 42 years. Both were aged 61 and childhood sweethearts. Eve was a retired nurse and Simon, a truck driver, was only coerced into retirement at the behest of his 3 granddaughters, all aged under 7. Simon was always happy and smiling and […]

A parting gift to her husband and daughters – how ...

13 Jun, 2016 in Stories by Gil Gordon

A life cut tragically short and two lives changed foreverDave owned a small electrical contracting company and had around $40,000 owed to him by clients. Never one to get stressed about things, Dave had no Will or Power of Attorney in place, hadn’t lodged personal or corporate tax returns in […]

A Life Cut Tragically Short, and Two Lives Changed For ...

30 Aug, 2015 in Stories by Gil Gordon