Investing 101
Whether it’s taking a more active interest in our superannuation, starting to build an investment portfolio, or even trying our hands at playing the stock market, we can all benefit
June 26, 2020
Independent Financial Planning
How worried should we be about a “second wave” of coronavirus cases?
Introduction The past week or so has seen a flurry of concerns about a “second wave” of coronavirus cases. It started when US infectious disease expert Anthony Fauci warned the
June 19, 2020
If you think you’d never fall for a scam, read this…
If you are aged over 50, male, highly educated, financially literate and manage your own super, beware. You’re at a higher risk of being the target (and victim) of organised
June 12, 2020
5 tips to survive a decline in income
Since precautionary measures were heightened to slow the spread of COVID-19, almost 1 million Australians have lost their jobs. According to the Australian Bureau of Statistics, Australia lost 7.5 per
June 4, 2020
What to consider when withdrawing your super early
As the COVID-19 virus took a sledgehammer to the economy, the federal government rapidly introduced a range of initiatives to help individuals who lost income as a result of the
May 21, 2020
Simple money mistakes – and how to fix them!
The world is constantly dangling temptations before our eyes, and it’s never been easier to buy stuff, even if we don’t have the money. The upshot is that we
May 15, 2020
Time to think about End of Financial Year opportunities
Here are some key opportunities to consider leading up to 30 June. Overview With the end of financial year (EOFY) approaching, now is a great time think about actions you
May 1, 2020
Your health and wealth during the COVID-19 pandemic
There isn’t a single person in the world who hasn’t been impacted by COVID-19. As new case numbers start to slow in Australia, so too is our economy. This time
April 24, 2020
Profession of Independent Financial Advisers and New Financial Adviser Standards
Profession of Independent Financial Advisers and New Financial Adviser Standards We have some great news that we’d like to share with you. We are proud to announce we have accepted
April 17, 2020
Jobkeeper Key Facts & Deadlines – Update
I’m sure you are aware of the recently announced JobKeeper wage subsidy scheme and many employers may have already registered their interest via the ATO’s website. In the last few
April 16, 2020
Are you eligible for a Centrelink concession card?
Retirees have access to a range of concession cards, and some can access more than one card at the same time. These cards offer a variety of concessions to
April 16, 2020
The value of financial advice is keenly felt in tough times
It’s a difficult time. Between see-sawing markets and a concerned community, it’s clear we’re dealing with a changed world and one in which financial advice has a new sense of
April 7, 2020