The Value of Financial Advice During COVID
The Value of Financial Advice During COVID

Everyone in Australia has been affected by the COVID-19 pandemic to some degree. With the disruption to our work and social lives, it is one of the most significant challenges many of us have ever faced. But what has it meant for our money and financial wellbeing? The Financial Planning Association of Australia (FPA) recently […]

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How Legislation Can Impact Personal Injury Settlement Outcomes
How Legislation Can Impact Personal Injury Settlement Outcomes

The law and regulations around personal injury compensation claims are intricate. The fine print can make an enormous difference to the amount of compensation our clients receive and how it is taxed throughout their lives. One crucial part of the existing legislation is section 292-95 of the Income Tax Assessments Act 1997, which deals with […]

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Financial Planning Helps in Uncertain Times
Financial Planning Helps in Uncertain Times

COVID-19 is the creator of many unknowns. Even now, we are still unsure of the full impact it will have on the economy and by extension our investment portfolios. Governments have been forced into unorthodox tactics to save lives and to keep the economy afloat. Markets have experienced strong fluctuations and the volatility looks set […]

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Demystifying Defined Benefit Schemes
Demystifying Defined Benefit Schemes

A defined benefit scheme is a fund where an employee receives a specified pension payment, lump-sum, or combination of the two on ceasing employment. The payment is determined by a formula based on a variety of factors that can include your earnings history, contributions to the fund, and length of time in the job. Both […]

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Financial Planning – go local and play the long game
Financial Planning – go local and play the long game

Are you considering seeking financial advice? Here are 6 key elements you need to consider beforehand.

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