Year: 2024

Federal Budget Analysis 2017-2018

The government is offering an incentive for retirees who downsize. Under this proposal, over 65s will be able to contribute up to $300,000 to super from the sale of their…
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2017 July Newsletter

July is here and the good news is that the shortest day and longest night are behind us. It’s also the start of the new financial year which is always…
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Pre-retirees concerned and underprepared

Almost one in three Australians do not believe they will be in a comfortable financial position when they retire and half of those nearing retirement have not begun planning for…
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The Value of Good Risk Advice

With so much negative attention on adviser remuneration and the claims handling process of some insurers, it’s good to occasionally be reminded why we went into risk advice in the…
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2018 April Newsletter

It’s April already and as we head back to work after Easter we hope you enjoyed a peaceful and relaxing holiday weekend. April is generally a quiet month on the…
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Investing Once You are Debt Free

  We have noticed a trend in clients approaching us for advice once their mortgage is close to being paid off. After having regular withdrawals for the past 20-25 years,…
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2018 December Newsletter

December is upon us and summer has arrived with bushfires in Queensland and flooding rains in NSW. Our best wishes go out to all those affected as well as our…
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Federal Budget 2019-20 Analysis

We have summarised the key implications of the Federal Budget last night. These changes may affect you and we will take them into consideration for our future planning strategies. Please…
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2019 May Newsletter

  May is here, and as the weather begins to cool the political climate is heating up. The federal election this weekend bookends a busy period on the national political…
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