Have you ever been in the situation where you needed to withdraw cash, close a term deposit before maturity, sell-down managed funds or shares, or put a property on the market to meet a sudden demand? The effort it takes to convert an asset into cash can vary widely. Launch video... … [Read more...]
posted on September 22, 2016 by
7 things to consider before you renovate
Are you planning a renovation? Renovating a property is more than just a pure financial decision. It can have significant implications not only for your cash flow, but also for your lifestyle. So before you get going, take stock and make sure you’ve considered everything. Read more... … [Read more...]
posted on September 1, 2016 by
Gifting Animation
It’s fine to give away your money or other assets to family members, friends or charities, but if you currently receive or expect to qualify for a pension or other allowance, bear in mind that Centrelink does apply limits to how much you can gift. Launch video... … [Read more...]
posted on September 1, 2016 by
Your guide to becoming a Philanthropist
There is a common misconception that in order to give you need to be wealthy, and that the only thing you can give is money. But the truth is that there are many different financial and non-financial ways that you can give to others. See how you can bring philanthropy into your life and make a real … [Read more...]
posted on September 1, 2016 by
The science of happiness
Head into the happiness laboratory today for a different perspective on forgiveness in this short video. Some studies point to a correlation between your ability to show forgiveness and things like stress, health, anxiety, pain perception and happiness. Launch video … [Read more...]
posted on September 1, 2016 by
Making sense of your super statement
It’s that time of year again, it won’t be long now before your annual superannuation statement hits your inbox or mailbox. Superannuation can be full of confusing terms, and it is an environment that seems to change on a consistent basis through government intervention. Deciphering the jargon can … [Read more...]
posted on September 1, 2016 by
Will you be affected by changes to the Age Pension?
The proposed changes to the Centrelink Age Pension announced in last years' federal budget are now law, and will take effect from 1 January 2017. Two significant changes will be imposed, these may be good and bad news for Age Pensioners. It’s important to review these changes and understand how … [Read more...]
posted on April 22, 2016 by
Meet our new staff member – Diane
We are pleased to welcome a new staff member to our team. Some of you may have already had dealings with her. Don't forget Cath Parr is still on board and can usually assist with your queries. Diane Becker Diane joined us in December 2015 (on a part time basis) and has been working in the … [Read more...]
posted on April 22, 2016 by
Insurers – not always doing the right thing
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...]
posted on April 22, 2016 by
Breaching your mortgage – how to stay safe….
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...]
