Case study: Life after farming
When farmers Graeme and Victoria first came to us, their goal was simply to reduce insurance premiums and simplify their super.
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Retirement
Case study: Confidently spending money in retirement
Grace now knows how much money she has to spend, and is more confident about spending it on home improvements to make her life more comfortable.
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Case study: Navigating insurance claim options with confidence
This case study shares how you can use insurance claims to your advantage along with financial strategies to maximise investments.
Case study: Navigating insurance claim options with confidence Read More »
Case study: Retirement planning
Jim and Susan are 5 and 12 years away from retirement respectively and decided to meet our financial planners to get a solid financial plan in place.
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Case study: You don’t know what you don’t know
Ben and Sarah would be able to draw down $90,000 per annum in retirement until around 85 years of age and then $60,000 per annum thereafter.
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Case study: GESB (West State) Super retirement planning
This new superannuation strategy saved Rob and Marie around $24,000 per annum in tax. Our financial advisors provided a technical perspective of where and how to invest.
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Values-based retirement planning
Financial security is extremely important, but financial resources alone will not guarantee a rich and rewarding life in retirement.
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Retirement expectations
It is not uncommon for individuals to experience many ambivalent feelings towards retirement because of the significant transitions they anticipate.
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How much should I save for retirement?
Considering the high uncertainty of income, portfolio returns, and spending needs it is challenging to determine how we should approach our savings. Read on.
How much should I save for retirement? Read More »
2018 Federal Budget Brief
Here’s a roundup of some of the key proposals put forward in last night’s Federal Budget. We take a look at how they might affect your financial goals.
2018 Federal Budget Brief Read More »
2016 Federal Budget summary
Past performance is not a reliable indicator of future performance. Before acquiring a financial product, talk to our financial advisors. Contact us now.
2016 Federal Budget summary Read More »
Great financial planning finally has a value
Financial planners are familiar with the drivers of long-term investment returns. What value can be directly attributed to sound financial planning?
Great financial planning finally has a value Read More »
Retirement Income Planning: Live Long and Layer
Australians are likely to live longer and could spend more than 30 years financially dependent on super, investments and the age pension.
Retirement Income Planning: Live Long and Layer Read More »
Superannuation Rule Changes Pass Parliament
A number of the proposed changes to superannuation have passed into legislation and we have summarised these in our post. Read the updates here.
Superannuation Rule Changes Pass Parliament Read More »
Budget 2013 Wrap Up
One week after Budget 2013, here is an easy to read summary of the proposed changes, courtesy of our friends at Colonial First State.
Budget 2013 Wrap Up Read More »