Money & Other Matters

Insights

December 12, 2016

Worthwhile words of wisdom

In the weeks before we all decide to plan our new year’s resolutions, do yourself a favour and take in these clips and podcasts. They’ll give meaning and perspective to […]
December 12, 2016

Do you know your net worth?

If you want to grow your wealth (and are truly serious about it) then you must establish how you can use your human capital to earn more and at the […]
December 12, 2016

The costs of buying a property in an SMSF

Have you ever found yourself tossing up the pros and cons of buying property in your SMSF? While the pros of buying property in an SMSF have been widely covered […]
December 12, 2016

Are you aware of the Government’s recent changes to super?

In late November, the Government, with the support of the Labor party, passed several changes to Australia’s super legislation. These changes were first flagged in the 2016 Federal Budget back […]
September 21, 2016

Transitioning towards institutional grade investment portfolios through ETFs

Watch Cathryn discuss reactions to the emergence of ETFs as part of a Financial Standard financial adviser panel. Find out what clients are saying about them and what advisers really think of this […]
September 19, 2016

Discover if an SMSF is right for you

All of our clients are ‘wealth accumulators’ and many have accrued substantial superannuation balances. As a result, we’re regularly asked by them if they should consider establishing a self managed […]
September 19, 2016

Five steps to manage your finances through divorce

In most cases, a relationship breakdown does not happen overnight. So if you feel that a future with your partner is beginning to feel untenable, there are a few things […]
September 19, 2016

A word on trauma insurance

Most Australians have some idea of what life insurance is, but not many of have actually purchased a policy and of those who have, few could tell you how much […]