While there are no hard and fast rules, there are some rules of thumb that apply, $150,000 in household income being one.
Age, assets or income: When should you start working with a financial advisor? Read More »
When farmers Graeme and Victoria first came to us, their goal was simply to reduce insurance premiums and simplify their super.
Case study: Life after farming Read More »
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.
Case study: Confidently spending money in retirement Read More »
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 »
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.
Case study: Retirement planning Read More »
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.
Case study: You don’t know what you don’t know Read More »
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.
Case study: GESB (West State) Super retirement planning Read More »
Financial security is extremely important, but financial resources alone will not guarantee a rich and rewarding life in retirement.
Values-based retirement planning Read More »
It is not uncommon for individuals to experience many ambivalent feelings towards retirement because of the significant transitions they anticipate.
Retirement expectations Read More »
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 »
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 »
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 »
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 »
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 »
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 »
