Spotlight on SMSFs

Summary Australians who want greater control of how their retirement savings are invested are increasingly exploring the option of setting up their own self-managed super fund (SMSF). The freedom of putting yourself in the driver’s seat for your super has made SMSFs the fastest growing sector of the super industry. Read more…

How healthy are your finances?

Summary Most people recognise the importance of regular health checks to manage their personal health and well-being. As with personal health checks, a regular financial health check is important to identify areas of your finances that are in good shape and areas that may need improvement. Please take a few Read more…

Making insurance affordable for you

Summary Having inadequate life insurance cover can result in unexpected financial pressures which on top of a serious heath event can put significant strain on families at an already difficult time. Misunderstanding their finances is one of the main reasons Australians fail to protect themselves and their families. Often people Read more…

Is there more to investing than property?

Summary Many Australians like to invest in property. However, property is not the only investment option out there. It is important to think about diversification – spreading your investments across a range of assets, markets and industries. There’s no question that property can be a great investment, it can provide Read more…

How to survive a volatile market

Summary When it comes to investing, market volatility is to be expected despite common perceptions money can be, and is still made in the share market despite its volatile nature. Content When it comes to investing, market volatility is to be expected despite common perceptions money can be, and is Read more…

How to set your goals

Summary Whenever the term financial advice is mentioned it is commonly associated with an individual’s financial goals. Whether you have a type of ‘Christmas list’ as long as your arm of things that you’d like to buy, or perhaps you’ve never really thought about it and just buy what you Read more…

Guidance through grief

Summary Financial advisers help at all stages of life in different ways but certainly, there is no time that an adviser is more beneficial than in times of grief. Grief, whilst most commonly associated with death, is just as prevalent in situations of expected and unexpected illness, financial and employment Read more…