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Financial Planning
article
27/07/2021

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 Financial Planning
article
22/07/2021

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.

Financial Planning
article
09/07/2021

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!

 

Tax & Accounting
article
15/06/2021

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!

Financial Planning
podcast
11/06/2021

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.

Financial Planning
podcast
05/05/2021

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.

Financial Planning
video
12/04/2021

Say hello to Daniel Boote!

Welcoming our newest Senior Financial Adviser, Daniel Boote to The Hopkins Group team!

Financial Planning Podcast Property
podcast
31/03/2021

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.

Financial Planning
podcast
17/03/2021

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.