Monthly Archives: December 2014

Not quite feeling the Xmas Spirit?

There are many different beliefs and traditions surrounding Christmas, but one thing is for sure… from its start, it was meant to be about joy and celebration.  These days for some, it seems more a time of stress and debt. If ‘it’s only x

Posted in Budget, Budgeting, Christmas, Debt Management, Finances, Money Tagged with: , , , , , ,

Breaking news! End of an era!

Our senior partner, Trevor Pritchard moved to Australia from the UK in the early 80’s and set up as a Life Insurance adviser from the Currumbin area. Finally, he’s decided it’s time to hang up the boots. Trevor has worked

Posted in Advisers, Retirement Tagged with: , ,

Direct Life insurance vs Individual Life Insurance

There are a large amount of advertisements recommending you take out life cover out with automatic acceptance, and no medicals.  Simply sign up and be covered in under two minutes.  Sounds too easy, right? But what issue does this pose at claim time?

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Getting your head around Superannuation…

A lot of our daily client queries are based around superannuation. It’s a tricky area for many clients to wrap their heads around with lots of rules, regulations, risks and opportunities. Here’s some facts below, followed by a key hint on how you can

Posted in Advisers, Finances, Investments, Money, Retirement, Self Managed Superannuation Funds, Superannuation Tagged with: , , , , , , , ,

Shacking Up or Moving On?

  If there’s only thing life constantly throws at us, it’s change! It often occurs when we least expect it and can take us by surprise.  Especially when it’s the end or start of a relationship!  Sometimes when emotions are

Posted in Finances, Insurance & Protection, Investments, Men, Money, Superannuation, Women Tagged with: , , , , , , , ,