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Are Zoom meetings with your Financial Advisor during COVID-19 safe?
May 4, 2020New ways to stay connected with your Financial Advisor With social distancing and isolation becoming the new norm in our everyday lives, it’s no surprise that we’re finding new ways to stay connected. From FaceTime and WhatsApp to Zoom and Skype, there is no shortage of video-conference solutions that we have access to. Zoom has […]
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Downsize your home and maximise your super too!
June 18, 2018Are you over 65 and want to downsize your home? If you are over 65 and have been thinking about downsizing your home, it is now the time to do so! As of 1 July 2018, homeowners over the age of 65 can sell their home and put up to $300,000 ($600,000 for a couple) […]
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Accru Wealth Management – we are Financial Advisors, not Product Salesmen!
April 26, 2018Super product advice – how we ensure it’s the right fit for you! Many Australians hold the bulk of their wealth within superannuation, consequently, having the right super fund product can have a significant impact on your ability to achieve your financial goals and maintain your savings during retirement. There are multiple super fund options […]
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Binding Financial Agreements – Don’t Let One Awkward Conversation Break The Bank!
March 6, 2018Protect your assets wisely to stay secure in your perfect relationship! Do you think that you’re in the most perfect relationship with the most perfect partner? Well you may be, but there’s no certainty that it’s a lasting one. You can however, ensure certainty of protecting your assets through Binding Financial Agreements (BFA’s, Financial Agreement, […]
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