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Private Ancillary Funds
November 19, 2020A more formalised philanthropic focus as part of your financial position. Australians are well known as very generous and giving individuals; no better example of this being the support and monetary donations Australians have provided to communities and charities during the recent bushfires across the country. The Australian Taxation Office (ATO) reports that the total […]
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Premium Structure: Getting it Right from the Start
October 26, 2020The structure of the insurance premium chosen will dictate its initial cost, as well as the total cost over the lifetime of the policy. Not all premium structures are available from all Insurers. Retail Insurers will generally offer level or stepped premium structures, with some offering a hybrid option (due to recent legislative changes, […]
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Importance of diversification in times of volatility.
August 3, 2020Make sure your investment portfolio is well diversified. The impacts of the COVID-19 pandemic have been widespread and have led to significant volatility across domestic and global markets. With this volatility predicted to continue, it is now as important as ever to ensure your investment portfolio is well diversified to help ride out this expected […]
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A State of Flux – Current and Upcoming Changes to the Income Protection Market
June 1, 2020Updates to Income Protection Policies As previously touched on in our last insurance article (February 2020), there were some significant earmarked changes coming into effect in the near term to the Income Protection (IP) market. In order to maintain a viable and prosperous market into the future so all Australians could, if they wished, protect […]
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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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Changes ahead! Is your Income Protection Policy road worthy?
February 3, 20208 points to consider when choosing the right Income Protection Policy. Your ability to earn income is your most important asset so having a plan in place when you are forced off the track and require a tune up from your mechanic is vital. An Income Protection (IP) Policy can assist to smooth out the […]
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Should you avoid the WAAAX stocks?
November 19, 2019Make sure you understand what you’re investing in. Investor’s worldwide love to be able to discuss stocks that have had extraordinary performances over a short period of time. Over the past couple of decades in particular, the technology sector has been at the forefront of some incredible investment returns. As much as it’s nice to […]
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The importance of having a reliable travel card
September 30, 2019Learn how to easily access your money overseas. If you’re travelling overseas for business or pleasure, it’s important to have easy access to your money. There are lots of options on the market, including debit cards, credit cards, and dedicated pre-paid travel money cards. While accessibility should be your biggest concern, it’s also important to […]
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5 ways to spring clean your finances
September 13, 2019It’s time for your annual spring clean but don’t forget your finances! Despite the persistent Melbourne winter weather, spring has now sprung and it is time for your annual spring clean. While you are on a roll with cleaning out your clothes wardrobe and kitchen pantry, why not use the momentum and do a tidy […]
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Group v Retail Life Insurance
July 17, 2019What’s the difference between Group and Retail Insurance? Which type of life insurance policy is best for you? Should you take a group scheme through your superannuation fund or employer, or take out an individual policy yourself? If you already have life insurance, are your existing arrangements best for your circumstances? When applying for, or […]
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