News & Insights
A Beginner’s Guide To Personal Insurance
Personal insurance is an area of financial planning that is often overlooked, and as a result, can lead to major consequences. In this article, Whitney Lian will take you through the different types of personal insurance cover and why you might need them.
Top 7 Tips For Finding A Professional Property Manager
If you own an investment property and are on the lookout for a professional property manager, there are some key factors you should consider before signing on the dotted line. Assistant Property Manager, Nadine Cotsaris, breaks down the 7 tips for finding a professional property manager!
Impact of latest changes to Victoria’s rental laws on landlords
With more than 130 changes to rental laws coming into effect in earlier this year, Head of Property Management Lorena D’Amico breaks down the key changes impacting residential rental providers (or landlords as they were once called).
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.