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.
We have had a number of clients receive phone calls from people purporting to be from the ATO and Centrelink. They have been asking for personal details such as date of birth, Tax File Numbers, Bank account numbers, etc., in order to either steal their money or steal their identity.
An astounding number of Aussies are moving away from relying on traditional means of funding their retirement in favour of establishing property portfolios.
You’re the wrong side of 40, and suddenly the day, when you can access your superannuation, doesn’t seem so far away. But are you satisfied with your current plan for the transition from working life to a happy and secure retirement?
