As a financial adviser with a background working at Centrelink, it’s natural that I specialise in providing advice to retirees regarding Age Pension entitlements. Much of my work involves helping clients to understand …
Many years ago there was a wise old financial adviser who worked in country South Australia. Each year in May and June, he would make the rounds of his clients collecting their super …
As financial planners we get to meet people from all walks of life, from the well heeled to those who have spent their working lives on the shop floor. A couple I met …
Last week I was chatting to a client who is a recent convert to self managed super. Mid way through our conversation he laughed and said to me; “You know, every time I …
It is sad to say, but most of us have had a loved one, close friend or work colleague die of cancer. Cancer is not confined to the elderly, many Cancer victims are …
Recently I was talking to a farmer about his super fund. He described how several years ago his accountant had recommended that he transfer some of his farming land into super. “I regret …
