Aug 4, 2017 | Cash Flow, Financial Planning, Insurance, Superannuation
It’s not unusual that life can be smooth sailing one minute and throw you a curveball the next. You might be hit with an injury or illness, a reduction in income or redundancy, a separation from your partner, or even a death in the family—all of which can be...
May 26, 2017 | Financial Planning, Insurance, Superannuation
WEIGH UP THE BENEFITS Before consolidating you should address all benefits and features of your other super funds against your future consolidated superannuation fund. CHECK THE TAX IMPLICATIONS You must check to see if your tax and preservation components of your...
Oct 13, 2016 | Financial Planning, Insurance, Newsletter, Superannuation
If your policy lapses, you may face more challenges than being unable to claim when you need to. If you let your insurance lapse, you may be in for a surprise down the track. Because letting your cover lapse can mean more than no longer having your cover in place. You...
Jun 20, 2016 | Financial Planning, Insurance
Adult children living at home. It’s the premise for many a zany Hollywood comedy. Men in their ‘30s or ‘40s living with their mums, modern city families having to move to their parents’ country homes, houses packed to the rafters with multiple generations....
Mar 10, 2016 | Cash Flow, Financial Planning, Insurance, Newsletter
Have you ever wondered how you and your family would cope if you had an injury or illness and couldn’t work for several months… or even years? For some people, income protection insurance might be the answer. So what is income protection insurance? Income protection...
Sep 4, 2015 | Financial Planning, Insurance
As a parent my worst thought would be my child suffering a major medical issue. If this did occur I would want to be able to access the best treatment no matter what the cost or who provides it, and I would want to be able to be by their side the whole time. While...