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Updated on 31 May 2017

  • Financial Services & Credit Guide
  • Version: 3.0

Newsletter - Winter 2017

Updated on 28 July 2017

  • Welcome to the Winter edition of our newsletter, The Power of Advice.
  • Version: The Power of Advice - Winter 2017

Future Financial Services Blogs

  • Self Managed Super Funds - Is a Self-Managed Super fund appropriate for you?

    In recent times, Self-Managed Super Funds (SMSF) have become very popular and, for many investors, they represent an excellent vehicle to manage their retirement assets.


    It is my belief that for many Australian’s who have an SMSF, it is not the most appropriate structure. Truth be known, often the person recommending the fund benefits greatly.  As a financial planner, a SMSF client is gold as they are generally high revenue clients.  The same applies for accountants and those involved with property investment, we are all incentivised to recommend an SMSF. Is this best for the client? Often the answer is yes, it is a great option, however, in a lot of other situations, I’m less confident that an SMSF is appropriate. 

  • Planning for Retirement - Approaching retirement

    As we approach retirement, one of the biggest lifestyle changes we encounter, it is important to prepare properly. Once we retire and are no longer earning an income we need to determine how much money we are going to need to maintain our lifestyle.

    As a financial planner, the years immediately preceding retirement are some of the most important and there is an array of considerations. One of the keys to successful retirement planning is accurately calculating the income you will require to maintain your lifestyle. In my experience, most people don’t really know how much they need and/or currently spend, most also underestimate their income requirements. A financial planner has a number of tools and methods to help you determine your retirement income needs.

Phone: 02 47048585