Thought Leadership

Thought Leadership

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.

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Peace of Mind

16 Jan 2020 | Retirement Planning

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...

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Market Commentary - January 2020

13 Jan 2020 | Investment, Sharemarkets

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.

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The New Year Resolution….

19 Dec 2019 | Financial Planning

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...

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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...

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Taking Control

20 Sep 2019 | Insurance

This was very much the case last year for ‘Jim’ who was shocked to be diagnosed with bladder cancer early in 2018.

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Smelling a Rat

13 Aug 2019 | Investment

The media has many stories to tell of banks and advisers not acting in their client’s best interests.

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Beyond Term Deposits

15 Jul 2019 | Investment

In May, the Reserve Bank lowered the official cash rate to a record low of 1.5%.

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The Importance of Planning

CANSTAR recently carried out a survey of 2500 individuals in which two-thirds of participants said they do not have a long term savings plan and only 1 in 4 think...

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