When you take out an insurance policy you hope you never have to make a claim, but if you do, you expect that your claim will be paid. Unfortunately, the recent revelation regarding some of CommInsure’s claims payment practices, as exposed on 4 Corners on Monday 7th March, went a long … [Read more...]

Many of our clients have enjoyed the services of One10, to whom we refer clients for their financing needs.  We have been working with Paul Degatesbury and Selmina Agonovic from One10 for nearly 10 years now and they have always looked after our clients.  Please contact us if you require assistance … [Read more...]

When it comes to the value of our home, we all have our own idea as to what it should sell for and what we believe its value to be. Our emotional tie and perceived value of our property generally relates to the amount of money we’ve invested in it, the memories we’ve created in it and the amount of … [Read more...]

In recent months the media has been abuzz with headlines of stock market volatility, global market chaos and threats of financial doom and gloom. Rarely a day goes by without someone providing their two cents worth on how investors should act during times of market turbulence. Seeing these headlines … [Read more...]

We've all done it – spent hours writing a complicated budget that will finally rein in those pesky finances. Perhaps there will be a few weeks of following through on good intentions, before slipping right back into old habits.  But should it really be that hard to write – and stick to – a realistic … [Read more...]

On 2nd September, Stephen, Anne, Cath and Chris, along with other office staff have undertaken a 100 Day Race, called Stepathlon.  We have to walk 10,000 steps per day for two months. This equates to 6.5km per day minimum. Stephen and Chris have been getting up each morning and heading straight … [Read more...]

Ever wondered how distributions affect unit prices or why there may be end of financial year delays to unit prices and transactions? We answer some common distribution questions and outline what to expect: What is a distribution? A distribution is a profit earned by a managed fund and paid to … [Read more...]

Sure, everyone knows blunt, impolite and even rude people who are extremely successful. (I know a bunch of them.) But since we’re all more likely to build professional and personal relationships and do business with people we like, we’re naturally drawn to individuals who are polite, modest, … [Read more...]

The Senate has recently passed measures announced in the Budget in May 2015. New Asset Test cut-off thresholds for full payments have been announced as below: Benefit Recipient                       Old Threshold          New Threshold Single homeowner                          $202,000           … [Read more...]