Category: Financial Planning
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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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5 Easy Steps To Start Your Investment Plan
Are you ready to get started on building your wealth and securing your financial future? While there are no shortages of get-rich-quick schemes, you don’t want to be fooled into a scam that leaves you with less than you started. By planning ahead and mapping out your short-term and long-term financial goals, you can feel […]
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