The following topics are discussed in this newsletter:

• Not feeling yourself? You could be languishing
• Don’t take super cover for granted
• Aged care payment options

Read More »

The following topics are discussed in this newsletter:

• Taking a break - a win for you and the economy
• Making a super split
• Bonds, inflation and your investment
• Vanguard economic and market update March 2021

Read More »

The following topics are discussed in this newsletter:

• Extending that holiday feeling
• Mind the insurance gap
• Is an SMSF right for you?

Read More »

The following topics are discussed in this newsletter:

• Time to break up with bad habits?
• Inflation, deflation - what's in a name?
• Getting retirement plans back

Read More »

The following topics are discussed in this newsletter:

• Our retirement system: great, but room for improvement
• The changing nature of debt
• 12 tips for Christmas

Read More »

The following topics are discussed in this newsletter:

• How super is your life insurance?
• Changing the narrative to achieve success
• Pensions to rise as deeming rates fall

Read More »

The following topics are discussed in this newsletter:

• Policy guide to the 2019 Australian Election
• How much super is enough?
• Artificial Intelligence: the future of finance

Read More »

We have summarised the key implications of the Federal Budget last night. These changes may affect you and we will take them into consideration for our future planning strategies. 

Read More »

The following topics are discussed in this newsletter:

• Avoiding the holiday debt hangover
• Protecting your family
• Can you afford your dream retirement?
• Discounted Travel Insurance
• Protect your Personal Information whilst on Holiday

Read More »

A word from our Financial Adviser CFP®, Elise Hamill

Read More »

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

Read More »

When it comes to life insurance, there really is no substitute for expert advice. Its a proceess involving reviewing your needs and objectives, and having a full understanding of the product and any new product enhancements as they are announced.

This is why clients need an adviser.

Read More »

Almost one in three Australians do not believe they will be in a comfortable financial position when they retire and half of those nearing retirement have not begun planning for it, according to a new study.

Read More »

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

Read More »

Gone is the mantra of debt and deficit. Instead, the Treasurer has balanced the government’s resolve to live within its means with promises to tackle the cost of living and provide the services people need to get ahead. Please read this blog to give you insights to what the budget means for you.

Read More »