In our busy day-to-day activities, we sometimes overlook a very important aspect of our planning: that of protecting ourselves, and our loved ones financially if things don't go according to the Grand Plan. Sure we provide financially for them now, but what about the...
Most of us have been touched by having someone we love be diagnosed with, battle or suffer with cancer. Most recently, a lifelong girlfriend of mine passed away after a 7 year fight with breast cancer, at the age of 44. Thankfully, I'd set her up with a Trauma Policy...
A recent chat with a friend soon turned into a request for a review of his financial situation, as I had a bit of time over the weekend we ended up having this very important discussion. The lack of proper financial advice soon became very evident when looking at his...
Lots of clients are now very interested in the option of borrowing through their Self-Managed Superannuation Fund. An option that has come under the spotlight for the Financial System Inquiry. Here’s a checklist to ensure you comply,
Aussies we know are a pretty easy going bunch and this is probably one of the main reasons we're also a terribly under-insured nation. The 'she'll be right mate' attitude is pretty pervasive, with most of us thinking 'it'll never happen to me.' And then, wondering...
Superannuation will play an increasingly important role in all our futures. What we do today is going to affect our retirement savings tomorrow.
So most of us have heard about Self Managed Super funds, but where do they fit in the somewhat complex world of superannuation funds?
It’s possibly unfortunate, but most things we do in our lives we rely on money. And money is definitely required to maintain our family’s standard of living.
A few statistics from the financial industry are quite sobering and have highlighted under-insurance as one of the biggest security threats facing Australians
The #FS Power 50 is a list of the fifty most impressive social media activists in the Financial Services sector.
Amanda Cassar was pleased to be included in this fantastic list.
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