The right cover – for a lifetime

Published: February 27, 2013

The children are all grown up, the school fees are behind you and the mortgage is paid off. So there’s no more need for insurance, right? Not always. Feeling the squeeze Almost one in five Australians now lives in a household with two or more generations of related adults aged 18 years or older.[1] And […]

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Towards more positive trends

Published: February 27, 2013

What type of investment solutions could hold investor interest in 2013? Although in hindsight it made sense to have invested in term deposits and bonds over the past few years of equity market volatility, now that the global economy is in a recovery mode, it may be worth investors reconsidering this approach. The yields on […]

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A high return on ‘educational’ investment

Published: February 27, 2013

Australians are increasingly participating in education according to Smart Australians[1],the AMP.NATSEM Income and Wealth Report, which explores two key concepts in our society – education and innovation. This is great news, and as the report states the quality of education and the capacity to innovate are critical to a nation’s prosperity.  The report uncovers key […]

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For better… or for worse…

Published: February 27, 2013

When you’re part of a couple, there are plenty of ways to juggle your joint finances and grow your super. If one of you is working less, the partner with the higher income could reduce their tax by making spouse contributions. If your spouse has an assessable income of less than $13,800 for a given […]

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How to grow your super

Published: January 16, 2013

Click on the play button to start the video Got more questions or need more detailed answers to suit your personal circumstances? Speak with us, today on 02 9699 1888.

Know your insurance

Published: November 26, 2012

From beneficiaries and benefits to policies and premiums, personal insurance is full of technical terms. Here are some common questions – and answers – that may help you better understand the world of insurance, and how it can help ease financial stress resulting from difficult and challenging life events. Is there a rule of thumb […]

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Got term deposits on your mind?

Published: November 26, 2012

The basics A term deposit is like a locked bank account. You agree to a fixed interest rate in exchange for investing your money for a set amount of time. It offers certainty and security, and you know exactly how much you are getting and when you are getting it. The global financial crisis has […]

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Super – in it for the long term

Published: November 26, 2012

Superannuation is specifically designed to help you save and invest for your retirement. It’s all about helping you take control of your own retirement, rather than rely on the age pension. It’s your money! When you first start in the workforce, it’s easy to dismiss super as money you can’t access or ‘lost’ money. It’s […]

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