When should I talk to a financial adviser?

I’ve seen a lot of Australians over the years after the fact. By this I mean I’ve seen clients after they have made the decision or commitment to invest or buy or go down a particular avenue, or after they have an illness which precludes...

Read More

Longevity and money, a Financial Planner’s perspective…

Longevity and money, a Financial Planner’s perspective… According to the Australian Bureau of Statistics there are 24,772,112 Aussies as I write this. ​Making an allowance f​o​r births, death​s​ and immigration we get a net overall increase of approx. one person every 1 minute. ​When we look at the retirees,...

Read More

Economic Update Video – October 2019

Your financial well-being and plans for the future can be impacted by various economic events, so below is a video to assist you to stay up to date with the latest indicators. September was a month of continuing uncertainty for global markets. The ongoing US-China trade...

Read More

Choosing the right Financial Adviser for you

Are you looking for a good Financial Adviser in Townsville or Brisbane? What makes a good financial planning Firm? What makes a good doctor, a good engineer, a good dentist?   The answer; the one that you build up trust with. A good doctor ensures you take...

Read More

Home and away with super

Australians buying their first home or downsizing in retirement are about to receive a helping hand thanks to new superannuation rules which come into effect on July 1 2018. From that date, first home buyers will be able to contribute up to $30,000 into their...

Read More