Smart ways to financially get ahead in your 40s

Smart ways to financially get ahead in your 40s

In your 40s and still not financially secure? Don’t fret. You can still catch up.   Being in your 40s often involves balancing different priorities. For example, you may need to care for your ageing parents, grow your career or business, and if you’re a parent,...
Market Wrap – January 2019

Market Wrap – January 2019

Each month we release the Market Wrap that is compiled by our Chief Investment Office (CIO). Please call us to discuss any points which you find of interest!   Shares plummet; bonds rally December was a poor month for share investors as a concerning mixture of...
Boost your super with the work test exemption

Boost your super with the work test exemption

If you’re a recent retiree and looking to increase your superannuation savings, here’s some good news for you.   The Australian Government is proposing to make it easier for recent retirees to save more super by allowing them to contribute for a year without...
Take control of your retirement

Take control of your retirement

Are you affected by the increase in the Age Pension’s qualifying age? Take steps now to avoid getting caught short on retirement income.   The minimum age to qualify for the Age Pension has started going up. For those born on or after 1 July 1952, the qualifying...
Put your financial windfall to good use

Put your financial windfall to good use

Received a large sum of money? There are smarter ways to use it than treating yourself to a new luxury car or watch.   Windfalls such as salary bonuses and inheritances are more common than many people think. An Australian survey showed that 85% of seniors are...
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