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Four Types of Insurance for the Newly Divorced

Financial discussions during divorce tend to focus on dividing assets and cash, but managing your insurance is an area which can make a big difference for you and your family. Over 40% of Australian marriages fail, with nearly half of these involving families with young children1. While insurance protection may have been something that both [...]

2018-06-18T15:55:07+00:00 July 2nd, 2018|Financial Planning, Insurance, Investment/Market, Superannuation|Comments Off on Four Types of Insurance for the Newly Divorced

‘Downsizing’ the Family Home and Super Contributions

In the 2017 Federal Budget, the Government announced a proposal which is designed to encourage older Australians to free up housing stock and access equity in their home for their needs. The legislation for this proposal was introduced into Parliament on 7 September 2017 and is now law. These new measures allow a person aged 65 or older [...]

2018-06-18T16:26:27+00:00 June 18th, 2018|Financial Planning, Insurance, Investment/Market, Superannuation|Comments Off on ‘Downsizing’ the Family Home and Super Contributions

When Unexpected Illness Strikes

In 2010, Wendy was diagnosed with rheumatoid arthritis, an incurable and debilitating condition that changed her life overnight. At the time of her diagnosis, Wendy, then 47, was loving life, enjoying peak career success working for a pharmaceutical company, and a newfound romance with David, a lovely man she had met six months earlier. At first, Wendy [...]

2018-06-04T14:16:02+00:00 June 4th, 2018|Financial Planning, Insurance, Investment/Market, Superannuation|Comments Off on When Unexpected Illness Strikes

Why you should write a will

You probably have a good idea of who you’d like to give your hard-earned assets when you’re gone. Making a will can help ensure your assets are distributed the way you want. Many people see making a will as something to do when they have children or other dependents to worry about. After all, they [...]

2018-06-18T15:50:29+00:00 May 21st, 2018|Financial Planning, Investment/Market, Superannuation|Comments Off on Why you should write a will

It’s Time to Talk About Debt

Australia’s household debt is among the highest in the world and rising, thanks largely to worsening housing affordability and plentiful consumer credit. So how do we measure up and should we be worried? Most global comparisons measure total household debt as a percentage of net income. At last count, Australia’s household debt to income was [...]

2018-06-18T15:50:42+00:00 April 11th, 2018|Financial Planning, Investment/Market, Superannuation|Comments Off on It’s Time to Talk About Debt

Diversifying your SMSF investments

  In investment terms, “diversification” refers to the process of allocating your savings in a way that reduces your exposure to any one particular asset, asset class or risk. In turn, diversification can lead to a reduction in the overall level of risk or volatility associated with your investment portfolio. Of course, the old adage [...]

2018-04-30T16:12:00+00:00 March 26th, 2018|Financial Planning, Investment/Market, Superannuation|Comments Off on Diversifying your SMSF investments

Home and Away with Super

Australians buying their first home or downsizing in retirement are about to receive a helping hand thanks to new superannuation rules which come into effect on July 1. From that date, first home buyers will be able to contribute up to $30,000 into their super fund towards a home deposit while downsizers can put up [...]

2018-04-30T16:11:12+00:00 March 12th, 2018|Financial Planning, Investment/Market, Superannuation|Comments Off on Home and Away with Super

Smart Savings For Your Family

Developing a retirement savings plan Some sensible strategies can help you make the most of your assets to enjoy a fulfilling retirement. Don’t leave it all to chance. Discover how to get started today to enjoy a rewarding tomorrow. How am I tracking to live the life I want in retirement? There is no magic [...]

2018-04-30T16:10:11+00:00 February 26th, 2018|Financial Planning, Investment/Market, Superannuation|Comments Off on Smart Savings For Your Family

The Golden Rules of Investing

At first glance, investing can seem daunting. So much complex information and so little time to absorb and act on it when you’re busy getting on with life. Its little wonder that so many of us put it in the too hard basket for longer than is good for our wealth.  The good news is [...]

2018-04-30T16:09:27+00:00 February 9th, 2018|Financial Planning, Investment/Market, Superannuation|Comments Off on The Golden Rules of Investing

Developing a retirement savings plan

  Some sensible strategies can help you make the most of your assets to enjoy a fulfilling retirement. Don’t leave it all to chance. Discover how to get started today to enjoy a rewarding tomorrow. How am I tracking to live the life I want in retirement? There is no magic figure that shows how [...]

2018-04-30T16:08:01+00:00 February 1st, 2018|Financial Planning, Investment/Market, Superannuation|Comments Off on Developing a retirement savings plan