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Blog

Christmas is the Season for (thinking about) Giving

14 December 2018 - posted in Lifestyle and Pre-Retirees and Retirees by Brenton Miegel

If you are like me, the past few weeks have been full of thoughts about what Christmas gifts you are buying and for whom. And, if you are like me, you are probably finding this task challenging – even for those family/friends you are closest to.

Investing alternatively…

6 December 2018 - posted in Investment Markets and Pre-Retirees and Retirees by Will Chapman

Depending on your age, you may think of "alternatives" as a counterculture like hippies, punks, indies or hipsters. However, rather than finding them on a Melbourne street sporting a penny farthing and lederhosen, it may surprise you to know they’re in your super fund.

5 Financial Planning Myths

30 November 2018 - posted in Lifestyle and Pre-Retirees and Retirees by Brenton Miegel

It’s a fact that only about 20% of the Australian population seek the advice of a professional financial planner!

Managing your portfolio in a volatile market

27 November 2018 - posted in Investment Markets and Pre-Retirees and Retirees by Craig Kirkwood

Whilst there is often no single cause for market volatility, there are some conditions which can lead to it.

The dilemma of voluntary redundancy

21 November 2018 - posted in Lifestyle and Pre-Retirees by Lachlan Harvey

If you’ve ever dealt with a compulsory redundancy, the dilemma of deciding upon a voluntary redundancy may seem trivial.

Should we sell Dad’s house when he goes into care?

15 November 2018 - posted in Aged Care and Lifestyle and Pre-Retirees and Retirees by Matthew Kelly

In almost all cases, when someone has to move into an aged care facility, they will be moving from their home – their principal place of residence.

Investment Advice vs Financial Advice

9 November 2018 - posted in Pre-Retirees and Retirees by Michelle Sanchez-McCallum

When a prospective client walks into my office, they either;

Splitting the difference

29 October 2018 - posted in Pre-Retirees and Retirees by John Oliver

In recent years there have been a number of changes to superannuation, some which will have more effect on wealth accumulators than others.

A long wait for probate

19 October 2018 - posted in Lifestyle and Pre-Retirees and Retirees by Sam Martin

What is Probate and is it necessary when administrating an Estate?

Retirement income – what’s right for me?

12 October 2018 - posted in Government Benefits and Lifestyle and Pre-Retirees and Retirees by Brenton Miegel

One of the most common queries that I have from new retirees’ is “how will my retirement income be paid to me?”.

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