Unfortunately, there may come a time when you are unable to express your wishes regarding medical treatment due to an accident, sudden illness or progressive disease. In this animation, we discuss the benefits of an advanced care directive and several considerations when drafting one. Launch … [Read more...]
posted on March 13, 2018 by
The benefits of workplace health & wellness programs
Whether you are a business owner, manager or employee, you may find this article interesting. We discuss the benefits of businesses implementing workplace health and wellness programs. Put simply, research indicates that, healthy workers = healthy organisations = healthy business performance and … [Read more...]
posted on March 13, 2018 by
Personal Insurances: Completing a pre-assessment
When it comes to recommending which insurer (and their offering) may be appropriate for you and managing expectations around potential outcomes of a formal insurance application, often an important step in the process can be the completion of a pre-assessment. In this article, we explain what one … [Read more...]
posted on March 13, 2018 by
Man vs. machine: A battle of speed, precision & creativity
Given increasing technological advancements, a growing concern for some of us is the potential for job loss or displacement in the future due to computerisation and automation. In this video, we see a battle of speed, precision and creativity between a man and a rather ‘cheeky’ robot. Launch … [Read more...]
posted on February 16, 2018 by
Long-term investing: The hare and the tortoise race
In this video, we see a famous fable come to life with a race between a hare and a tortoise. This is a timely reminder of the importance of long-term investment fundamentals, for example, diversification, asset allocation, risk versus return, liquidity, compound interest and dollar cost … [Read more...]
posted on February 16, 2018 by
Financial attitudes and behaviours: The power of perspective
Perspective can be a powerful tool when used appropriately. Have you ever wondered how you compare to the average Australian in terms of financial attitudes and behaviours? We look at several of the findings from ASIC’s latest Australian Financial Attitudes and Behaviour Tracker (Wave 5). Read … [Read more...]
posted on February 16, 2018 by
The marshmallow experiment and personal finance
In our daily lives, we are constantly confronted with situations in which we are required, or in some instances encouraged, to make a decision about what we spend our money on. We discuss several of the results from the renowned Marshmallow Experiment and how they may apply to your personal … [Read more...]
posted on February 16, 2018 by
Super-linked TPD insurance
Many important considerations are taken into account when establishing a Total and Permanent Disability (TPD) insurance policy that appropriately reflects your needs. In this animation, we illustrate the super-linking strategy when considering claim definitions and the subsequent structuring of TPD … [Read more...]
posted on February 16, 2018 by
Financially-savvy travelling in retirement
For some retirees, travel can be a high priority, especially early on in retirement. You may want to capitalise on the time and resources available to you by travelling whilst you are still fit and healthy. Here are some savings tips to help with planning that next trip away (wealth accumulators may … [Read more...]
posted on January 31, 2018 by
Google: Year in search 2017
Past and present actions (and inactions) can often have a hand in shaping the course of the future. This can be especially true when considering your personal finances. In this video, we revisit some of the most influential moments that occurred around the world last year. Launch video... … [Read more...]
