Borrowing through your Super Fund?
Thinking of Borrowing Through Your Superannuation Fund?? Consider this first…. With Australian superannuation funds now nearing $2.2 trillion in total, this pot of gold is very tempting if you are…
FINANCIAL ADVICE ARTICLES
What really keeps you awake at night
What really keeps you awake at night?? The financial planning industry spends the majority of its time looking well into the future. Superannuation, wills, life insurance…….. Commendable topics which we…
Health? Wealth… or both?
So many people spend their health gaining wealth, and then have to spend their wealth to regain their health. A.J. Reb Materi Many overweight people are unaware of the significant…
Financial Planning 101: knowing where you are now
There’s no silver bullet when it comes to managing your financial situation and the best place to start is at Step 1 in the structured plan our clients use to…
The collaborative approach – for a quicker and less costly divorce
Negotiating your divorce is never going to be easy, but the ‘collaborative’ approach to settlement can be quicker and less costly than you might expect. This approach prioritises the early…
Oils ain’t oils, insurance ain’t insurance
A personal friend of ours recently witnessed the sudden and unexpected death at work of a friend and colleague. A shocking experience at the time, of course, and on reflection,…
How to reduce your insurance premiums
Being overweight is a major issue for Boomers and one which, to the surprise of many, impacts significantly on their financial situation. What does the obesity epidemic have to do…
They Said “The World was my Oyster” but somebody stole the Pearl.
A Baby Boomer’s guide to living a life of choice not compromise by Markham Collins & Russell Mann If you could implement a financial plan that offered a life of…
Baby Boomers and insurance
In our Published book, They said the World was my Oyster, but someone Stole the Pearl, A Baby Boomer’s guide on how to live a Life of Choice not compromise,…
Are you making this common financial mistake?
A successful personal finance strategy has these three parts: building wealth, managing expenses and protecting what you’ve built. The first lesson of sound financial planning applies to managing expenses and…
