Since the Federal Budget on 3 May 2016, many superannuation strategies have carried a significant element of uncertainty.
How big is your retirement savings?
I have some exciting news to announce
After a wonderful 6 years in the Bank aligned Financial Planning channel I am excited to announce the following.
I will be opening my own Wealth Management business in Western Sydney with a key focus on working with clients to build their wealth and make the right decisions going forward.
I have a key philosophy with which I feel will better my clients situation which is:
In a surprise to investment markets the UK has voted to leave the European Union (EU). We have seen a fall in share markets and bond yields along with significant moves in currencies. So, where to now?
How well protected is your business?
If you’re like many business owners you have already insured the physical assets of your business from theft, fire and damage. But have you considered the importance of insuring yourself – and other key people in your business – against the possibility of death, disability and illness. Not being adequately insured can be a very risky oversight, as the long term absence or loss of a key person can have a dramatic impact on your business and your financial interests in it.
This has been one of the biggest topics of debate in recent years with the rise of industry funds as well as Australians starting to take a more active approach with their superannuation and retirement benefits.