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Monthly Archives: December 2014

New year’s resolutions: Personal, Financial and Lifestyle goals

With another year drawing to an end, the Christmas / New year period is a time for people of all ages to reflect on what has happened in the recent past and look forward towards what may come. Naturally enough, goal setting – often in the form of new year resolutions – features high on […]

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Retirement: You tell us when, and we’ll show you how

Transitioning to Retirement The nature of retirement is changing and so are the rules. If you want to reduce your working hours or even pay less tax without sacrificing your income, a Transition to Retirement pension could be the answer. Longer life expectancies mean many Australians are spending more time in retirement than ever before, […]

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2015 Client Briefing: Ray Martin confirmed as guest speaker – Tuesday 10th March (Parramatta Novotel)

Parramatta Novotel – Tuesday 10th March 2015 This year, we have the pleasure of hearing from one of Australia’s most highly regarded journalists and favourite TV personality, Ray Martin. As patron for the Humpty Dumpty Foundation, Ray will share with our clients his insight into the valuable life lessons he has learned over his 50-years […]

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Have you forgotten about your Super…?

How many super funds do you have? If it’s more than one, chances are you are probably not keeping track of where your super money is invested. In fact, you could even be losing money right now. Consolidating all of your super into one account puts you back in control of your retirement savings and […]

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Understanding Superannuation

Superannuation is an investment strategy for your retirement that you build up during your working life, which for many Australians will also become their second biggest asset behind that of the family home. The benefits of super Guaranteed contributions: If you are working, your employer is generally required to contribute nearly ten per cent (9.5% […]

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