Financial Planning

February 9, 2018

In an increasingly digital world, the value of money can be a difficult concept for children to grasp. Here are some tips for helping your kids and grandkids become wealthy and wise. Standing next to mum or dad at the...

February 9, 2018

The idea of insuring against loss of income is one that has clear value. But many neglect to insure their most valuable asset. Income protection could be the answer – so how does it work? We happily insure our...

January 17, 2018

Would you like to: Maximise your age pension entitlements? Have a secure lifetime income that covers your basic needs? Have a long term defensive investment that is tax effective with typically higher returns than cash? Annuities allow you to secure a guaranteed income...

October 10, 2017

From 1 July 2017, Federal Government superannuation reforms came into effect. It's important to understand how these changes could affect your financial strategy and retirement plans. Click here to read more.

July 21, 2017

If you’re a parent concerned about the spending habits of your son or daughter, you’re not alone. Here are some simple suggestions to help your loved ones take back control and stay out of debt. When you’re young and living...

July 11, 2017

If you haven’t figured out your lifestyle goals for the future, your financial strategy is like a journey without a destination. When you’re creating a financial plan, it’s tempting to focus purely on the money aspect – for example, how...

April 24, 2017

If you're thinking of setting up a self-managed super fund (SMSF), there are lots of things you need to consider first... Full article

February 21, 2017

Your child’s education is an important investment in their future. Getting it right takes careful planning, which means you need a true understanding of the costs involved. As every parent knows, a quality education is one of the most important...

January 13, 2017

Investment bonds can provide you with a simple, tax-effective, long term investment. They are also known as insurance bonds, and are ‘tax-paid’ life policy investments. This means the life company pays the tax on the investment earnings, making them...