Exploring goals-based investing

Investing and getting a return on that investment is done to achieve a certain outcome whether it be retirement, a house purchase, etc. Goals-based investing (sometimes referred to as objectives-based […]

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What is negative gearing?

Investors are always trying to build wealth. Strategies used by investors to do so include negative gearing, and in some instances, offsetting the tax payable on their taxable income. Negative […]

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Small business CGT concessions

Small businesses are a vital part of Australia’s market and economy. Currently, there are more than 2 million of them operating with and estimated combined value of $379 billion. Between […]

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Live Fully Now


“You can’t live at all unless you can live fully now.” An inspirational and profound speech from the late philosopher Alan Watts.

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3D printed prosthetic hands are changing lives

3D printing has given hope to those whose belief may have been ‘I will never have a working hand’ or ‘I simply can’t afford a working hand’. This video shows how.

Often people feel that there is something that is limiting their ability to reach their financial goals. Could it be our money personality and spending habits? In this video, we see how someone’s life is positively impacted when others reach out by ‘making something to make a difference’.

If you come against roadblocks when paying for medical services your financial adviser can assist you in understanding your financial situation and help you implement a plan. Medical challenges can be both stressful emotionally and financially but don’t let it stop you from becoming the person you want to be. Shortcomings that you may feel are holding you back can be discussed openly and your financial adviser will work with you to come up with a plan that is right for you and your financial and physical needs.

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Electricity bills: Time to get wired

5,817 kilowatt-hour (kWh), per year, is the average electricity usage throughout Australian households. The Australian Energy Regulator studied these findings in 2014 and concluded that the average electricity bill would […]

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Life event: Claims process for personal insurance

Data found in 2015/16 claims that approximately 90% of life insurers’* personal insurance claims were paid in the first instance. Along with these findings in review conducted by ASIC, of […]

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The risks in retirement

What you expect may be different from reality when it comes to retirement. When retiring, there are many risks that one may take. This animation explains the investment, legislative and longevity risks that may have an impact on your lifestyle as soon as you retire.

By understanding these risks and having a retirement plan in place, you can put yourself in a position best suited to weather these obstacles and achieve the retirement lifestyle that you have planned and are looking forward to.

Remember, “The trouble with retirement is that you never get a day off.” as quoted by Abe Lemons. However, maybe you’re one of those where retirement isn’t for you and you would rather be completing triathlons at age 90.

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Capturing the super cap limit deadline

From 1 July 2017 there will be change for super cap limits. There will be a decrease within the annual concessional and non-concessional contribution cap limits (and the maximum bring-forward […]

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