Investing or gambling?
In the absence of retail, hospitality, cultural centres and sporting outlets, many of us have gravitated towards new activities to occupy our time during lockdown. For some, this has meant
November 27, 2020
Independent Financial Planning
Retirement Income and Tax
How much tax you pay on retirement income depends on your age and the type of income stream. For most people, an income stream from superannuation will be tax-free from
November 13, 2020
The ins and outs of private health cover
With premiums often running to thousands of dollars per year, whether or not to take out private health insurance is a major financial decision. Here are some of the key
November 4, 2020
The balancing act of blended family finances
When Jack and Sarah met through mutual friends, they hit it off immediately. Both had previously been married and, besides having a child each, found they had quite a lot
October 21, 2020
Quarterly Economic Update: July-September 2020
COVID-19 remained the big story of the last quarter. Tragically, by the end of September the pandemic had caused over one million deaths. That was up by 500,000 since the
October 15, 2020
Budget Update 2020
Federal Budget Report 2020 What it means for you 7 October 2020 Changes to super, the bringing forward of tax cuts, and two lump sum payments to those on the
October 7, 2020
Download and share our new FREE eBook – 5 Common Mistakes That May Ruin Your Retirement
Click here to download our new FREE eBook – 5 Common Mistakes That May Ruin Your Retirement
September 17, 2020
The future for ‘retirement’
Research over recent years suggests that the secret to a long and healthy life is to continue working and to stay in control of your finances and life. The nature
September 12, 2020
Unlocking financial secrets for different phases of life
One of the keys to financial success is to adopt the right strategy at the right time. As you move through the stages of life here are some tried and
September 3, 2020
Market outlook Q&A – some answers to common questions being raised by clients
Have markets disconnected from the real economy? Not necessarily. Share markets invariably lead the economic cycle. Shares led the coronavirus hit to the global economy when they plunged 35% into
September 3, 2020
Be safe rather than sorry
Not everyone will do it, but most people will consider it at some stage in their lives – borrowing to buy their very own home. It can be an exciting
August 14, 2020
Preparing for retirement in uncertain times
As most long-term investors know, investment markets have their ups and downs. The downs are usually associated with periods of uncertainty, perhaps due to political or economic factors, or even
August 7, 2020