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.
Discussing money matters with loved ones can be hard… in fact for many people, the topic of family finances can be a daunting one to approach. Whether it’s your partner, your children or even your parents, it can be a difficult conversation to start.
We believe that the key to successful investing is maintaining a long-term view. The short term might be a thrill, but long-term investing provides a more stable, consistent approach to securing your financial future.
The end of a relationship is a difficult time, and separating from a partner can be a gruelling process. In a heightened emotional state, things can get messy quickly and you can find yourself facing not only the breakdown of your relationship but also dramatic changes to your financial stability.
Investment markets are cyclical in nature. Ups and downs occur regularly, but over longer periods of time, there are recognisable traits associated with each stage that can be clearly categorised.
Over the five years to 2020, the insurance industry lost approximately $3.4 billion on income protection insurance products. Insurance companies are haemorrhaging money. And that’s not good for anyone.
Throughout our lives, we have many significant moments that help to shape who we are and how we live. Financial planning for major life milestones can help keep us moving forward and support our financial security for many years ahead.
Proactive business succession planning is critical, especially as an ever-increasing number of baby boomer business owners approach retirement. We take a closer look at succession planning and David Pitt discusses the role buy/sell insurance can play.
When it comes time to retire, you want the transition to be smooth and stress-free. It’s important to arm yourself with some knowledge of how taxation works within retirement and how different income streams are taxed.
Private health insurance… do you have it? Do you need it? Are you paying too much? Are you adequately covered? Choosing your health insurance can be a difficult decision to make, and even once you have selected your cover, you often continue to ask yourself these questions.
