Attention all Settlors and Trustees - Significant Changes to Trust Law
A brief summary of some of the Key ChangesDisclosure ObligationsTrustees now have a positive obligation (in most cases) to notify the beneficiaries of the trust i.e.READ MORE
Peace of Mind
Some of the many benefits the right adviser can bring to a clients lives are: acting as a sounding-board during life’s turning points, uncovering what’s meaningful to you and making...READ MORE
Market Commentary - January 2020
The investment outlook at the start of 2019 was very gloomy but contrary to many predictions, it has been another very rewarding year for diversified investors.READ MORE
The New Year Resolution….
New Year’s Eve is often associated with pledges to spend less, read more, lose weight and take better care of ourselves.Researchers tell us the top three resolutions are; to lose...READ MORE
How much is enough?
As a financial planner, I am asked one question more frequently than any other – “How much do I need to save to enjoy my retirement?” Retirement means different things...READ MORE
This was very much the case last year for ‘Jim’ who was shocked to be diagnosed with bladder cancer early in 2018.READ MORE
Smelling a Rat
The media has many stories to tell of banks and advisers not acting in their client’s best interests.READ MORE
Beyond Term Deposits
In May, the Reserve Bank lowered the official cash rate to a record low of 1.5%.READ MORE