News & Insights
6 topics to discuss with a financial adviser after a relationship breakdown
When a married or de facto couple separates, often the first thought is to seek legal advice – which is always important – but what about financial advice? Senior Financial Adviser, David Romanovski takes you through the 6 key topics to discuss with a financial planner when a relationship goes sour.
Estate planning within your superannuation fund – its not as simple as it looks
A recent determination of superannuation death benefits is a perfect example of the need for appropriate planning in relation to how your superannuation death benefits will be dealt with after death. Head of Paraplanning, Aaron Walshe takes us through the findings from this case and the key takeaways.
12 things to consider before you retire
Looking ahead to a time after work can be as exciting as it is daunting. How can you make sure that you’re able to enjoy the lifestyle you want in retirement? What are the financial milestones you need to have achieved before you can retire? Senior Financial Adviser, Joe Bonifazio, breaks down the top 12 things you should consider before retirement!
Dabbled in crypto? Don’t forget your tax obligations!
Have you been bitten by the cryptocurrency bug? Don’t forget to keep records and wise up on your tax obligations!
Interview with Simon Wood & Tobias Buck from Ausbil Global Small Caps
Talk Investment host Mark Wenzel is joined by Simon Wood and Tobias Buck from Ausbil Global Small Caps to discuss the fund and their investment process.
Interview with Mark Mazzarella from APN Property Group
Talk Investment with Mark Wenzel speaks with Mark Mazzarella from APN Property Group about the APN AREIT Fund.
Say hello to Daniel Boote!
Welcoming our newest Senior Financial Adviser, Daniel Boote to The Hopkins Group team!
Interview with Brad Carlin Smith
In this episode of the Talk Investment with Mark Wenzel podcast, Mark speaks with our very own Head of Property Sales, Brad Carlin-Smith about the current state of the property market.
Interview with Tim Samway from Hyperion Asset Management
In this episode of the Talk Investment with Mark Wenzel podcast, we speak to Tim Samway from Hyperion Asset Management.