Income Protection for Men
January 27, 2011
Do you how much Centrelink pays for sickness benefits? In case you’re curious, it’s just over $400 a week1 for a couple, not enough to even service the weekly mortgage repayment on an average mortgage, let alone feed a family or meet the lease payment on the fancy ute sitting in the driveway. Read more
Business Succession Planning
January 27, 2011
We have seen global economies move from boom to bust in the wink of an eye – or over the past 12 months at least. This has led many business commentators to make statements about defensive investments and how to preserve your capital in times of market volatility. Read more
Talking ourselves into a recession
January 27, 2011
Have you heard the story about the hot dog man and the recession? Well, if you haven’t, it goes something along the following lines: Read more
What is a Superannuation Binding Nomination?
January 27, 2011
Does your superannuation fund allow you to provide a binding nomination? Do you know what a binding nomination is? Don’t get confused with the nominated beneficiary box you ticked when filling out the superannuation paperwork that came with the new job you just started. Read more
Fees vs Commissions – What matters most
January 27, 2011
This is an update to a article posted nearly 2 years ago and the issue is still being discussed, but in relation to finding a Financial Planner what does and should matter to you, the client? Read more
Australian Market Update, January 21st, 2011
January 24, 2011
The All Ordinaries index fell 31.1 points to end the day 0.6% lower to close at 4,860.9. Read more
The transfer of wealth between generations (or not)
January 21, 2011
You’ve probably seen those ads for retirement planning featuring retirees on Harley Davidsons saying “Retirement is payback time” or have seen the stickers on the caravans of the grey nomads that say “I’m spending my children’s inheritance.” Or even better, “Live long enough to be a burden on your children”. Read more
The Cost of living – what does it mean for investors
January 21, 2011
For the past 2 years we have heard how tough all people are finding it in the real world. Read more
Superannuation and the Cooper Review
July 7, 2010
No doubt you have heard of many of the changes proposed, mooted and made up in the press of late to our superannuation laws. Read more
Estate Planning in Action
June 3, 2010
“How we helped Mitchell protect his $4,000,000.00 inheritance from a line of unscrupulous Gold Diggers willing to cheat him out of his money & future!” Read more