Things to remember when choosing a beneficiary

Things to remember when choosing a beneficiary

Choosing a beneficiary is usually a simple task, but there are a few things you should keep in mind when you decide.   A beneficiary is the person who will receive your life insurance payment should you pass away. When choosing yours, it’s important to think...
Be retirement ready – plan early

Be retirement ready – plan early

You need to be savvy to build a sufficient nest egg for retirement. Planning is key, and so is getting professional advice.   Most Australians are not saving enough for retirement and risk running out of money sooner than they expect. Data shows that in 2015–16,...
Is that a Will or a maybe?

Is that a Will or a maybe?

In Australia, of every 10 Wills that are contested, 7 are overturned. And if it’s a spouse, former spouse or partner who’s contesting it, that rate goes up to a staggering 8 in 10.   Not every Will is contested, of course, but a lot are. If your Will is...
Managing debt: What’s your plan?

Managing debt: What’s your plan?

Debt is one of the fixtures of modern life for most people but if you feel it’s getting out of your control, it’s time to act.   The Australian Psychological Society1 says 35 per cent of Australians have significant levels of distress in their lives; 26 per cent...
Five tips on giving to charity

Five tips on giving to charity

Feeling generous and want to make a difference? Here are five tips on giving to consider.   The urge to donate is strong in Australia, and it’s easy to make it part of your financial plan. An estimated 14.9 million Australian adults (80.8 per cent of the...
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