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...
Technical Update – Key Person Insurance

Technical Update – Key Person Insurance

It’s not a specific kind of insurance but the application of life insurance to protect a business against key person risk. What is key person insurance? Key person insurance designed to protect a business against the significant impact that the death or illness of an...
Taking the money worries out of Redundancy

Taking the money worries out of Redundancy

With the ongoing uncertainty in the global economy, many companies are being forced to cut costs, making redundancies more common. So what’s the best way to cope if you are made redundant and how can you keep on track with your financial goals? Being made redundant...
Market Wrap – August 2017

Market Wrap – August 2017

Each month we release the Market Wrap that is compiled by our Chief Investment Office (CIO). Please do not hesitate to contact your adviser to discuss any points which you find of interest! Bouncing higher Global share markets rose strongly during July as political...
Look for help to get into the housing market

Look for help to get into the housing market

Governments across the country are offering incentives for first-home buyers. You just have to know where to look.   Buying your own home is the largest purchase most people will make in their lives. However, a long run of low interest rates has fuelled...
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