Learning from little ones
March 8, 2017
Feel like you could fill a book with all the weird and wonderful statements you’ve heard from your kids? Ever been on the receiving end of an ‘honest’ comment from a kid (and a rushed “sorry, no filter on this one!” from their parent)?
Honesty is the best policy with life insurance
March 8, 2017
Life insurance is one of the most important investments you can make to protect your family’s future wellbeing. And like any investment, it needs careful consideration.
Beware of pension pressure
February 2, 2017
Changes to the pension assets test that came into force on January 1 have resulted in some retirees losing some, or all, of their pension entitlements.
Achieving your dream of early retirement
February 2, 2017
Spending more time with your family. Picking up a brand new hobby. Exploring exotic destinations for longer than your scant weeks of annual leave would allow. However you paint it, retirement is a beautiful goal to work towards. And starting early means you’ve got more time and energy to enjoy it.
Fast track your home loan
February 2, 2017
With interest rates on the rise, now is the time to look at ways to fast track your mortgage. After all, the sooner you pay off your mortgage, the less you will pay in interest.
February 2017 – Private Client Newsletter
February 2, 2017
In this issue: Beware of Pension Pressure Fast track your home loan Achieving your dream of early retirement It’s hard to believe it’s February already, with the nation back at work and kids back at school after the summer holidays. While Australians flocked to the beach, it was business as usual on the global economic…
2016 Year in Review – A global seachange
January 12, 2017
If 2016 taught us anything, it was to expect the unexpected. Britain’s vote to exit the European Union and Donald Trump’s election as the next US President surprised the pundits and markets alike. Markets generally hate surprises, yet in the closing weeks of the year so-called ‘Trump trades’ pushed shares, bond yields and the US…
December 2016 – Private Client Newsletter
November 28, 2016
In this issue: How to play the Trump card Taking the guesswork out of gifting Count your blessing this holiday season Summer’s here and the countdown to Christmas begins in earnest. After such an eventful year on the global political and economic front, investors will no doubt be looking forward to some time out to…
Count your blessings this holiday season
November 28, 2016
We’re at that time of the year again: the shopping centres are packed, you’re signing dozens of greeting cards, and little miss/mister has just handed you a ‘wish list’ longer than they are tall. And at the back of your mind, you might be hoping for a treat or two for yourself.
Taking the guesswork out of gifting
November 28, 2016
It’s the season of giving and what better way to show love and support to your family than to gift your children or grandchildren some much needed cash.
How to play the Trump card
November 28, 2016
To say that Donald Trump’s election as President of the United States took the world by surprise is an understatement. Markets hate surprises and uncertainty, so a short-term period of volatility is to be expected. But as investors begin to digest the new policy direction, buying opportunities could arise.
November 2016 – Private Client Newsletter
November 9, 2016
In this issue: Aged care changes and the family home Saving for retirement: the big picture Rise of the robots November is here and as always it opened with the race that stops a nation. But the Melbourne Cup will be eclipsed by an even bigger race today, and that’s the home stretch to the…
Aged care changes and the family home
November 9, 2016
Decisions around aged care are always difficult and emotional. From the start of next year they are likely to get even more complex, with both the Age Pension and aged care sectors set for another shake-up.
The rise of the robots
November 9, 2016
Forty or fifty years ago, we were all convinced that robots would be the norm right now.
Saving for retirement: the big picture
November 9, 2016
Australians are constantly being told they are not saving enough for their retirement. The argument goes that unless you have enough saved in superannuation you will be forced to rely on the Age Pension. But this is not the whole story.
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