While we specialise in financial advice, wealth management and retirement planning, we’re also here to be part of the conversation. From industry news to expert insights, practical perspectives and client updates, explore the latest articles from our team.
As the workforce changes, many people are regularly moving between jobs… and with every new employer, it’s not uncommon to leave the set-up of superannuation to the accounts department. Therefore, it’s entirely possible that by the time you reach the age of 40 you may have multiple super funds.
In the past, bushfires have led to a crisis of ‘underinsurance’. Post-disaster, people come to realise that their insurance is inadequate and does not sufficiently cover their loss. It can be a devastating experience and unfortunately, this year’s situation will be no different.
Tomorrow is always an unknown entity… no one has a crystal ball to see what is around the corner. But it is important to be prepared for any possibility and to have a safety net in place should something go wrong.
If you have a self-managed super fund, there are good reasons to think about bringing in a younger person. It’s not the right strategy for every SMSF but it is definitely worth considering, particularly to extend the life of the SMSF.
Couples can maximise their superannuation and also benefit from tax incentives and estate planning when they use these strategies to share their super.
“Financial peace of mind doesn’t just happen… it takes planning, it takes long-term commitment.” Ben Rossi, Principal and Managing Director, has helped many people over the decades. He knows just how valuable good financial advice can be when planning for your future.
Have you imagined a retirement filled with amazing, exotic locations or the endless summer?
Travel is always on the top of our clients’ retirement goals list… so in this article we explore a range of travel options. Plus, we give you some great tips to help make your adventures safe and as stress-free as possible.
The ACCC’s Scamwatch website currently states there have been 131,615 scam reports in 2019… equating to over $106 million lost. The statistics indicate that even though there is regular media coverage and general scam alerts… many people are still susceptible.
We highlight some of the most recent scams that could affect you.
With so much constant activity within the infrastructure sector, it can be beneficial for investors to treat infrastructure as a separate asset class for investment, rather than lumping it in with the equities part of their portfolios.
While many of us expect to enter our retirement as part of a couple, there are also many people who find themselves newly single at this point in their lives.
After a divorce there are new challenges ahead for retirement planning but there are also positive aspects that can have a beneficial impact on your wellbeing.
