The silent partner in your wealth plan
January 12, 2026
Far from being just a safety net, insurance can be a tool that preserves your assets and keeps your plans on track even when life delivers the unexpected.
Things to do today that your future self will thank you for
January 15, 2025
Achieving your long-term financial goals doesn’t need to be overwhelming. If you can put in place some basic financial steps, you are on the road to a successful outcome. It means keeping on top of your options and devising strategies for investment, debt reduction and risk protection. The start of the year is a perfect…
Insuring against loss of income
September 2, 2024
Protecting income from unexpected illness and injury is particularly important to anyone with a mortgage to service, small business owners and self-employed people with no sick leave available. With income protection insurance, you can be paid some 70 per cent of your income for a specified period to help when you cannot work.i The most…
The Rich Life Vol 79
March 1, 2024
After a summer of quite extreme weather in many places around Australia, we can hopefully look forward to the cooler, calmer weather that Autumn brings. While economic bright spots can be found in Australia right now, there are also some less than stellar results. On the positive, inflation has remained at a two-year low giving…
Insurance is a sound investment
March 1, 2024
Managing risk is an essential part of investment strategy to reduce the potential for losses. Risk is not just associated with investing though – life can throw a curve ball or two and insurance is one way to manage risk in a broader context. It’s a matter of weighing up your risks and thinking about…
The Rich Life Vol 73
September 12, 2023
September is upon us, and spring is in the air. It’s time to shake off the winter cobwebs, get out into the garden or the great outdoors. Meanwhile, AFL and NRL fans will be hoping the sun shines on their team this finals season. After endless gloomy forecasts, there was a glimmer of hope last…
Should I buy Insurance through my super?
September 12, 2023
While we all hope for good health, the reality is that some of us may struggle at times with sickness or injury. And that may affect your family’s financial wellbeing. Different types of life insurance or personal insurance can provide an income when you’re unable earn or a lump sum to protect your loved ones…
The Rich Life Vol 66
February 1, 2023
February marks the end of summer holidays for many of us and getting down to business for 2023. It can be a good time to reflect on plans and goals for the months ahead. From a business perspective, we are delighted to officially welcome Nick Georgopoulos to the team as our newest Financial Adviser. Nick…
Stepped vs level premiums: which is best?
February 1, 2023
These days, most people hold some form of life insurance in their super account. While this is a welcome safety net, the level of cover held this way is often inadequate. A Rice Warner study back in 2020 found that life cover within superannuation only met about 65-70 per cent of actual need.i With the…
The Rich Life Vol 61
September 1, 2022
Welcome to our Spring newsletter. September means it’s football finals season and hopefully the beginning of warmer weather despite the recent late winter chill. In August, the focus was on US Federal Reserve chair Jerome Powell’s speech at the annual Jackson Hole business gathering on August 26, and he was blunt. To hose down talk…
How is my insurance taxed?
September 1, 2022
With the cost of living on the rise, it’s more important than ever to have a financial safety net that protects you and your family in case the unexpected happens. Most Australian employees have some form of life insurance, often through their superannuation fund, but many of us tend to set and forget. To make…
The Rich Life Vol 55
March 2, 2022
It’s March already which marks the beginning of Autumn. While this is traditionally the season when things cool down, the economic and political scene is gearing up with the Federal Budget later this month and a federal election expected by May. Russia’s invasion of Ukraine in late February increased volatility on global financial markets and…
The Rich Life Vol 54
February 2, 2022
It’s February and what a summer it’s been with success on the tennis court and the cricket pitch. Now that the kids are returning to school and we settle back into our ‘’new normal’’ routines, the new year begins in earnest. January is normally a quiet month on the economic scene, but not this year….
Taking cover in changing times
February 2, 2022
The pandemic has changed the way so many of us live, with jobs, travel, and lifestyle all transformed during COVID. Now, as we start emerging on the other side, it may be a good idea to check whether these changes have impacted your life insurance needs. In some cases, you may require more coverage and…
The Rich Life Vol 53
January 25, 2022
It’s January and the start of a new year. Whether you are back at work or enjoying a summer break, we wish you all a Happy New Year and a return to normal life in 2022. The global economy and financial markets ended the year as they began, all over the place, as the world…
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