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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...

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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...

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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...

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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...

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