Posts in Category

Financial Planning

February 19, 2020 / Financial Planning

Changes to income protection cover are almost here – are you ready?

In the next few weeks, a change is coming to the way insurers sell income protection, as a result...

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October 26, 2018 / Financial Planning

Need help growing your super nest egg?

When it comes to your super, we know it’s easy to set and forget. However, accessing your fund and choosing...

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October 15, 2018 / Financial Planning

Last week’s US stock market drop

What’s happening with the stock market? US equity markets have been resilient to rising trade tensions however last week...

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September 6, 2018 / Financial Planning

Personal Insurance Basics

I’m often left perplexed after having conversations with clients around insurances, everybody is so ready to protect their cars...

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August 30, 2018 / Financial Planning

Most trusted adviser – Shane Light

You may have seen in one of our recent blog that our Head of Advice and Senior Financial Adviser, Shane Light, was...

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August 29, 2018 / Financial Planning

Superfund? Or Super funding carbon emissions?

In late July the news broke that Queenslander Mark McVeigh, a young man with a degree in ecology, was...

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August 7, 2018 / Financial Planning

Proposed changes to Superannuation Industry (Supervision) Act (SISA)

If you’ve got a Self-Managed Superannuation Fund (SMSF) you may know that each year the fund has to sign...

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August 1, 2018 / Financial Planning

Congratulations to Shane Light – AFA Awards 2018 top six finalist!

When you seek advice on how to best set yourself up for future success, it’s nice to know you’re...

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May 10, 2018 / Financial Planning

It’s time to supercharge your super

Over the past few weeks, I have had some startling conversations with some of my friends regarding their super....

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Deep dive into the Federal Budget with The Hopkins Group

We dipped our toes in the water of the Federal Budget last night, but now that the seas have...

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April 26, 2018 / Financial Planning

Sequencing risk – what is it, and how can its effects be minimised?

“How will I support my lifestyle when I am no longer able to work for an income?” “Will I...

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March 13, 2018 / Financial Planning

Why you’re not too young to see a financial adviser

Financial planners are for old people, right? Well, not really. The idea of seeing a financial planner, at any...

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