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No Insurance? Why Take the Risk?

On average, only 25% of debilitating injuries occur at work or are work related In 2013/14 there were approximately 531,800 work-related injuries in Australia. Of these, only around 298,000 received workers compensation. Two-thirds of workers can expect to be off work for more than three months during their working life […]

Making Your Money Work Harder

When establishing a long-term savings plan, online savings accounts and fixed term deposits in a low-inflation economy will not generate much growth. As an alternative, managed funds, given at least five years, can have a higher potential to surpass cash and fixed term investments. Managed funds are also an easy […]

Financial Planning – More Than Just Advice

Financial planners are often the first port of call for people seeking advice on investing a lump sum of money. But that is just the tip of the iceberg. A professional financial adviser has the knowledge and skills to help you achieve your goals and objectives by tailoring strategies to […]

Downsizing

By the time you retire, you have probably collected a considerable amount of home equity and downsizing can be a way to tap into that valuable cash. Downsize your lifestyle – not your life When your kids left home you probably had big plans for those unoccupied bedrooms – like […]

Superannuation Education Sessions

  The May Budget introduced significant changes to superannuation that will affect all members and trustees. After months of speculation, the reforms have passed through parliament with most changes effective from 1 July 2017. We now have just a few months to make arrangements for the new rules. To assist […]

5 Tips to Save You Money in 2017

If you have a hard look at your finances there are almost certainly lots of small steps you can take to reduce your day-to-day costs and increase the money in your hand. Here are some great ways you could save money across major household expenses. 1. Cut your mortgage and […]