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Posts Currently viewing the category: "Financial Planning"

Small business owners are often critical to the survival of the company and the risk of injury or death will have a major impact to both their families and businesses. There are countless insurance options on the table, including life, income and asset protection, public liability, workers compensation, disability and so much more…(Read More)

Did you know that if you gift your children the family home, Centrelink could end up reducing or completely removing your age pension? With this in mind there are smarter ways you can help your children into the property market and solve your own accommodation dilemma as you get older…(Read More)

With housing prices remaining high despite the slow-down, home ownership may be beyond many Australians. A recent survey found that home ownership was not a priority for 1 in 3 Australians. There’s an old saying that ‘rent money is dead money’. But is this true at current housing prices…(Read More)

One of the most common questions we are asked by retirees (or soon to be retirees) is “do we have enough?” To answer this will depend on whether you’d like a champagne lifestyle in retirement or you are happy with a more simple lifestyle; if you’re looking to have luxury holidays or local…(Read More)

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Andre and Suzanne are a happily married young couple with two daughters both attending school. Andre works offshore with a large multi-national oil company and Suzanne is self-employed in her own hair salon which she runs from their home. They have both reached a stage in their lives where they are comfortable but…(Read More)

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