Account Based Pension Vs Lifetime Annuity

2 March

Consideration of lifetime annuities is a regular agenda item in our review meetings for retirees over recent months. This is partly due to the relatively attractive annuity payments on offer following the increase in bond rates over the past couple...[Read More]

How parents can prepare for the cost of education in Australia

30 March

Education is a vital investment in your child’s future, but it can also be a significant financial burden for those who are unprepared. One study shows that although a large majority of Australian parents believe that education plays a significant...[Read More]

Superannuation Contributions [Video]

5 March

  Superannuation offers very generous tax concessions on investment income, retirement income and some types of contributions. The video explains the main types of superannuation contributions. The contribution caps and eligibilities...[Read More]

Most expensive city for education revealed

25 January

Australia’s most liveable city is now also the most expensive for public school education. As more families tighten their belts due to inflation, the cost of education is soaring with some parents to spend upwards of $100,000 just to send their...[Read More]

Helping kids with living expenses

11 January

There’s a family event of sorts that gives parents mixed feelings of sadness, apprehension and relief — and children a lot of excitement: when a child leaves the proverbial nest. Now, this can happen early during your child’s teenage years or...[Read More]

Call to rebuild national tertiary sector

16 November

The federal government faces pressure to ensure a flagged review of the university sector delivers for students, staff and the national economy. Education Minister Jason Clare is expected to announce on Wednesday the details of a process, known as...[Read More]

Investor behaviour really does matter

7 July

As an adviser, I do spend a lot of time to ensure that we do consider "everything else" when we provide advice yo you. That includes your long term objectives, tolerance to risk, the economy, monetary policy, asset allocation, investment...[Read More]

[Video] Risk Profiles and Tolerance to Investment Risk

27 February

  Assessment of your tolerance to investment risk is an important step in determining an appropriate investment strategy. A higher allocation towards growth assets is very likely to provide higher long term returns. However, a higher...[Read More]