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Wealth

Category: Finance

09Oct 2018

Financial Health Checklist

If you pay over 4% interest on your home loan, don’t have a Will or don’t know how your super is invested, it’s time for a financial review. An annual review of your financial situation is an important part of...

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26Sep 2018

Downsizer contributions to Superannuation

As at 1 July 2018, legislative changes for those over 65 and selling property have resulted in unique investment and estate planning strategies. Known as the “downsizer benefit”, this new and useful strategy benefits those looking to contribute excess sale...

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14Sep 2018

Planning superannuation for a Labor Government

Financial strategies for a Labor Government By Gareth de Maid, Relationship Manager – Financial Strategy Specialist In light of recent political leadership changes and the subsequent plummet in the polls of the Liberal Party, it’s time to start looking at...

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29Jun 2018

Who to trust in the 2019 financial year?

2018 was an eye-opening year for the financial services industry. As a member of the financial services industry, the findings of the Royal Commission were expected. But the level of distrust now surrounding the banks and their related professionals have...

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21Sep 2017

The Truth About The Financial Sector.

Growing up in country Victoria, I believed traditional stockbrokers held the keys to the kingdom of wealth creation. In the pursuit of knowledge, I ended up joining the financial sector gaining experience in Risk, Investment Banking and Financial Planning across...

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