How Much Do You Need To Retire?
The two questions I am asked more than any other are: “how much do I need to retire?” and “do I have enough to retire?” The answer, unfortunately, is never a quick one and really can’t be answered without first understanding your own income needs and the lifestyle you want to achieve once you leave […]
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Aged Care Case Study: How Getting Advice Can Make A Difference
When faced with the decision to move a loved one into aged care, it’s often a confronting experience and often is exacerbated with the need to make decisions quickly. It’s important that you understand the options that you have in relation to the funding of any required care and the impact this may have on […]
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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
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
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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Level 1, 56 Hudson Street Hamilton NSW 2303 PO Box 1050 Hamilton NSW 2303
Office (02) 4969 6600
Fax (02) 4969 6655
info@lambourne.com.au