There has been a fair amount of media coverage lately about the government’s Proposed Super Reforms. Should these measures end up being legislated, they may impact your retirement plans. Please feel free to contact me should you wish to discuss.
The Wrong End of the Telescope
The Wrong End Of The Telescope
Case Study: Investing for Children
Liam asks: I want to invest some money for my children to use when they are older. I’ve looked into scholarship funds but I can’t guarantee the money will be used to pay for their education. What other options could be suitable? Hi Liam. Scholarship funds can be a tax-effective option if the money is […]
Secrets of the Worlds Top Investors
The world’s best investors have developed a number of highly successful investment strategies in decades past. Some of these investors started out with as little as $100 and today boast fortunes worth billions. We thought we’d take a look at the lessons from three of the world’s most successful investors and see how they can […]
Case study: Moving into residential aged care
The challenge Keith and Nicole were informed that Nicole’s mother Janelle required low level residential aged care. Their immediate need was to find the best aged care residence to look after her, yet without having a significant impact to her financial position and in turn her social security benefits. Janelle has her home worth $1m, […]