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.
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.
Whether your kids are boomeranging back, or they are yet to leave home, it’s important that you set expectations and create practical boundaries within your household. The truth is… your kids aren’t really kids anymore, so you should resist the urge to fall back into full parent mode.
During challenging times, it can be extremely beneficial to have a trusted financial adviser. Someone who knows your personal situation and can help you navigate the uncertainty with sound advice and professional assurance.
Have you thought about how you would like your estate to be distributed? What do you want to happen to your assets when you’ve gone? Do you want your grandchildren to benefit… or do you have a favourite charity you would like to support?
