09 Oct 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...
26 Sep 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...
14 Sep 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...
21 Sep 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...
