Many people do not realise that having a Will does not cover where your superannuation will go in the event that you die. The recent tribunal ruling on the Daniel Leverton case is a wake-up call to think about the consequences of de facto declarations, which as it turns out, have as much weight as […]
5 Unexpected Retirement Expenses
There are retirement expenses you can foresee and plan for, and then there are some that you simply can’t predict. Planning an income for retirement is no easy task and you always need to leave room for unexpected expenses that arise. Here is my list of the Top 5 Unexpected Retirement Expenses that should be […]
7 Basic Investing Truths
Newspapers and magazines are often filled with predictions, attention-grabbing headlines and content that incite fear amongst investors about where they’ve put their money. Whilst there are no guarantees when you’re in the business of investing, there are simple, basic principles which all investors need to know to maximise their chances of success. Our seven basic […]
Ethical Investing – Ask An Adviser
A question recently asked on the website AdviserRatings brings an issue that’s been circulating more frequently in the investment world – what exactly is ethical investing and how do I choose products that are ‘ethical’? Darren recently addressed this question on AdviserRatings: What constitutes an ethical investment? Is there a set of rules for something to be […]
Property vs Shares
It’s the age old question – property vs shares, which should I invest in? Australians have a love affair with property and if we’re comparing property vs shares on an emotional basis, then property is in a different league to shares. But if it came down to a return on investment, either could win on a […]