To Stay on Track, it Pays to Look Back
Financial planning is, by its nature, forward-looking. What counts is where you are now and what you do in the coming months and years. That said; there’s good reason to
December 21, 2016
Financial Adviser
Proposed Changes About What You Can Contribute to Superannuation
As part of the 2016 Federal Budget, the government has proposed significant changes to super contribution rules. Although these changes haven’t yet become law, it’s worth understanding how the new
November 5, 2016
What Is Your Aged Care Funding Strategy?
We’re an ageing population; the media keeps reminding us, as does the government, but are we prepared for what this means? As a society? As individuals? One thing’s for sure
October 12, 2016
Lending Money to Friends or Family – Should you do it?
What would you do if a family member asked to borrow money – besides the less painful option of beating yourself over the head with a fence paling? You want
September 28, 2016
Why Does the Balance of My Super Fund Go Up and down?
If you pay close attention to the value of your superannuation fund, and if, like most people, your money is spread across the main investment classes, you would have noticed
September 26, 2016
Wealth Protection Through The Ages
Insurance plays an important role in any wealth creation and management strategy. There is little point in accumulating wealth if you don’t protect it, or yourself, from unforeseen risks that
September 9, 2016
Don’t Let Tax Creep Up On You
Australia has a progressive income tax system. This simply means that higher income earners pay a greater proportion of their income in tax than low-income earners. It is achieved by
August 12, 2016