BLOG POSTS
Stay updated, stay informed with our
latest and upcoming activities
Financial Planning, Investing
Tips to Avoid Investing Badly
While it’s difficult to be the best investor in the world, we can all actively avoid being a ‘bad investor’ by learning from history and staying the course. Extended periods of market volatility regularly spark discussions around great investors and the traits that qualify folks to be included in that category. This is probably because, […]
Continue Reading
Life Insurance
No Income Protection Insurance? Why Take the Risk?
On average, only 25% of debilitating injuries occur at work or are work-related. In 2018-19 there were 115,707 compensation claims made for serious work-related injuries in Australia. The average time it took for a worker to return to work due to a serious injury was over six weeks. In 2018-19 the median compensation payout for […]
Continue Reading
Superannuation
Get Your Super Together and Save
If you have had different jobs with different employers over your working career, you may have superannuation accounts with many different funds. Apart from the time it takes to keep track of these accounts, there are three more serious concerns of which you should be aware. 1 – Investment Strategy Choosing the right investments […]
Continue Reading
Superannuation
Property Investing and SMSFs – The Differences
Australians love to invest in property. And what’s not to love? It’s tangible, offers diversification and tax benefits, and can provide you with a good income and strong capital growth. The benefits of investing in property can be amplified when held within super and with changes to borrowing within Self-Managed Super Funds (SMSFs) over the […]
Continue Reading
Superannuation
3 Easy Ways To Boost Your Retirement Savings
Some believe once your superannuation account is set up when you start working, the rest is done for you. While that’s true in part, taking a ‘set-and-forget’ approach may mean you’ll miss out on opportunities to grow your super faster. Opportunities that could allow you to retire sooner than you thought possible. Taking advantage of […]
Continue Reading
Retirement Planning
What You Need to Know About Transition To Retirement Strategy
As you near your retirement period, your mind may already be filled with what you should do once the day comes. And it can make you feel pressured. The good news? You don’t have to retire in one go; you can ease into it gradually through a Transition To Retirement (TTR) strategy. How? Open a […]
Continue ReadingA full compliment financial services group with 1 simple mission:
to deliver positive change in the lives of our clients
For over 20 years we’ve been helping people like you make smart, informed business and financial decisions. We’re in this to make a difference, to help you avoid the common mistakes that prevent people from building a business and creating a life they truly love.
