When was your last financial review? The months seem to fly past in a blink of an eye and although it feels like we were celebrating Christmas just a few months ago, it’s looming on the horizon again – another year gone! Almost every year we see changes to our...
Retirement funding gap A rising number of Australians face the brutal prospect of working until they die if they want a comfortable lifestyle beyond retirement age. Low median superannuation balances, COVID early-release super withdrawals and record-low interest...
Life can change in an instant Paul Taylor was a fit and active 45-year-old who drowned while swimming in surf on a family holiday. Witnessing this tragic event unfold from the beach were Paul’s wife, Sue, their 15-year-old daughter Sophie and 12-year-old son Zac....
Turbo boost your retirement savings Once your mortgage and other financial commitments are manageable, it is usually time to put the pedal down on your super. Those prime income years, between age 40 and 50 in particular, should be used constructively. However, the...
What does a good Financial Planner do? Some people may think that a financial planner’s role is to forecast the direction of the share market from month to month and invest clients’ money accordingly. This is not the reality, of course. Investments are only one small...
Don’t wait until your 60s to see a financial adviser Ask most 30-year old’s who their financial planner is and the typical response might be ‘huh?’ After all, financial advisers are for older people with plenty of money to invest, aren’t they? Well, yes, people...
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