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Is a DIY Will kit enough?
Your adviser may also be able to refer you to an estate planning expert, and work with them to create a Will that will deliver a smooth tran
Making sure you have the right cover
If you are ill or injured and unlikely to be able to work again and meet the conditions of your particular policy, you receive a payment.
When was your last financial review?
If you’re looking after your own investments, it might be time to ask a professional adviser to take a look at your strategy and portfolio t
A different way to help the grandkids
It’s not unusual for grandparents to plan ahead by setting funds aside in a specific account. That is one option, but there might be a bette
A quick word on salary sacrificing to super
This will reduce your take home pay, but it will also decrease your tax so you may not “miss out” on as much as you first thought. As with a
Weathering the cold and ‘flu season
The old saying, “prevention is better than the cure” is paramount to everything we do in life, so here are a few tips on staying healthy whe
The key to smart investing
Dollar cost averaging is quite simply investing a fixed amount at set intervals so an investor buys more units/shares when the price is low
How to protect your income if you’re self-employed
With good advice and an understanding of his needs, we had Geoff’s financial concerns covered. He was able to relax and get on with doing wh
Retirement – making it the best part of your life!
If you wish to remain happy and healthy during this next phase of life, planning is critically important. Although much of the focus for ret
Super savings for women
Professional financial advice will help you get on track and through a combination of government policy and personal financial strategy, ret
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