2018 July Newsletter
The following topics are discussed in this newsletter:
- A little adrenaline can be a good thing
- Super and inheritance : making your wishes known
- Insurance : Advised life insurance beats group cover
2018 June Newsletter
The following topics are discussed in this newsletter:
- Ready...set...Are you good to go for the new financial year?
- Budget changes support a brighter retirement
- Helping you find your financial path
- Saving the Australian Dream - Co-owning with Family or Friends
2018 April Newsletter
The following topics are discussed in this newsletter:
- Franking credits facing the chop
- Switching or consolidating super funds can be a very risky business
- Downsizing - Making extra contributions to Super
- Private Health Insurance Coverage
2018 March Newsletter
The following topics are discussed in this newsletter:
- Home and away with super
- Weighing up the value of life insurance
- Monthly Fund Update: MFS Global Equity Trust
- 20/Twenty Challenge
2018 February Newsletter
The following topics are discussed in this newsletter:
- Golden Rules of Investing
- Transition to retirement still a smart move
- Monthly Fund Profile: Pengana Australian Equities Fund
2017 August Newsletter
The following topics are discussed in this newsletter:
- What's really holding you back from your goals?
- Home ownership in the spotlight
- The risky business of cryptocurrency investment
- Monthly Fund Profile: PIMCO Income Fund
2017 July Newsletter
The following topics are discussed in this newsletter:
- Time to review transition to retirement pensions
- Global markets navigate a sea of uncertainty
- Technology to get you moving
- Monthly Fund Profile: Platinum International Fund
2017 May Newsletter
The following topics are discussed in this newsletter:
- Keeping score of your credit rating
- Furry friends vs finances
- Monthly Fund Profile - PIMCO Income Fund
2017 February Newsletter
The following topics are discussed in this newsletter.
- Achieving your dream of early retirement
- Beware of Pension Pressure
- Fast Track your Home Loan
2016 December Newsletter
The following topics are discussed in this newsletter.
- Discounted Travel Insurance & Holiday Safety and Security
- How to Play the Trump Card
- Taking the Guesswork out of Gifting
- Count your Blessings
2016 November Newsletter
The following topics are discussed in this newsletter.
- Saving for Retirement - The Big Picture
- Aged Care Changes and the Family Home
- Finding the Best Cover
Key Considerations when faced with the question of Super and Divorce
With the increasing emphasis on superannuation as the main retirement savings vehicle, it is quite likely that in the not too distant future, superannuation benefit may surpass the main home as a major asset. Add to the mix the fact that nearly 30% of marriages end in divorce and it is easy to see that advice is required on how best to deal with superannuation and divorce.
2016 August Newsletter
2016 June Newsletter
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