Last night, while most of us were busy watching MasterChef to find out who would get the final apron, the treasurer announced the 2016 Federal Budget. Below we summarise the key proposals. SUPERANNUATION Changes to super were wide-ranging and aimed to help those on lower incomes while trimming some of the concessions available to those on […]
Nigel & Helen
Nigel & Helen are a great team. Life ran smoothly for them, with a good balance between work and family. However, they found preparing for retirement wasn’t easy. Nigel & Helen had discussed what they were retiring FROM. But not what they were retiring TO. They knew their numbers but hadn’t discussed anything beyond “do […]
Peta & David
Peta and David had been married for over 40 years, when David was diagnosed with cancer and sadly passed away. Faced with uncertainty about who to trust and having to make critical financial decisions alone, Peta contacted us. We took the time to listen to Peta and gained an understanding of the issues she faced. […]
Mike & Jo
Mike & Jo’s situation is pretty common. They have a young family and a mortgage and are busy living life. Yet they are aware that they should be doing more with their money and are concerned that they have no real plan in place. Being mortgage free, working less, choosing private schooling are some of […]
Greece is the Word
In case you have missed the headlines, news reports and live crosses to experts, the world’s markets and media financial pages have been consumed by a single issue in recent weeks – the stand-off between Greece and its lenders. For investors everywhere, both of the large institutional kind and individual participants, the story is being […]