News - Pre-Retirees & Retirees
State of Play – Everything’s Rosy Again! Should’ve Loaded Up In March!
November 2020 - by Lynette Anderson
2020 is rapidly coming to a close, and for many, it has been a year to forget. Everyone has their own...
Get Some Advice! – Estate Planning
November 2020 - by Elise Marcus
Often we are asked questions about protecting assets and ensuring that proceeds of an estate go to the right family members....
Win a Night for 2 at the Oval Hotel!
November 2020 - by Wakefield Partners
Wakefield Partners is running a FREE competition, just in time for Christmas! You can win a night for 2 at the...
Investing in the ‘Balanced’ Option: Apples and Oranges
October 2020 - by Elise Marcus
In our article about risk profiling, we discussed the underlying asset classes of the risk profile categories. As advisers, when assessing...
State of Play: Maybe It’s Not So Bad After All…
August 2020 - by Lynette Anderson
In our State of Play article last quarter, we hypothesized about the likelihood of ASX-listed companies paying dividends. In our end...
Risk Profiling – Why Is It Important?
August 2020 - by Elise Marcus
Assessing our client’s tolerance to risk is a fundamental part of what we do as financial advisers. But why is it...
2019/2020 – The Roller Coaster Year!
July 2020 - by Scott Keeley
The Australian Sharemarket (as measured by the ASX200) was down 10.9% in 2019/2020. While a large drop like this is never...
Common Myths about Aged Care Fees
June 2020 - by Scott Keeley
What a minefield the aged care sector can be for families who are considering this for a loved one! There is...
Not Another End Of Financial Year Checklist!
May 2020 - by Elise Marcus
For many, the looming End of Financial year triggers frantic concerns about whether everything that should have been done, has been...
Where There’s a Will There’s a Way!
May 2020 - by Lynette Anderson
Are you one of the 50% of Australians that doesn’t have a Will? Too many times people pass away without a...
State of Play – The Focus Shifts to Dividends
May 2020 - by Scott Keeley
Now that the bargains have perhaps been snapped up, time to consider how these companies will look in the short to...
I’m Only Allowed To Give Away $10,000!
April 2020 - by Scott Keeley
Whether it is to reduce Aged Care Fees, or to increase Centrelink/DVA Pension payments, inevitably gifting will be considered. With a...
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