Help your teens and young adults manage how they spend and save. So your teenagers and young adults know how to spend, but do they know how to budget for the things they really want? Learning good money management should…
Help your teens and young adults manage how they spend and save. So your teenagers and young adults know how to spend, but do they know how to budget for the things they really want? Learning good money management should…
Many of the federal government’s superannuation reforms came into effect on 1 July. Here’s what’s new. The government says it has tried to make the superannuation system more sustainable and has introduced more flexibility to suit modern work patterns. This…
As you’re not doubt aware, the Federal Government announced it’s 2017 Budget this week and one of the surprise outcomes was the Downsizing Contribution for those looking to move out of a larger family home. Here’s a little more about…
Protecting yourself from frivolous creditors and lawsuits is becoming an increasingly common concern. Here we outline some of the ways you can insulate your assets. Check your insurances Liability insurance is a must if you want to safeguard your assets…
If your life insurance policy is in a drawer gathering dust, your family could be in for a nasty shock in the event of a claim. Here we outline some pitfalls to avoid when taking out cover. 1. Buying on…
Wealth Planning Partners are pleased to announce that their Director Amanda Cassar has been named a finalist in the Female Excellence in Advice Awards for 2016. CEO of the Association of Financial Advisers (AFA) Brad Fox, said the ability of…
In 2013, Financial Standard launched the inaugural Power50 list, a guide to the top 50 financial services professionals who use social media to lead the conversation on wealth management, superannuation and financial advice. The list is made up of…
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?…
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…