Learning Centre
Upcoming Events
In the world of finance the only certainty is change! Join us at one of our upcoming events to make sure you’re kept “in the loop” on the state of the market and the latest in news, and strategies to help you make the most of every opportunity.
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Should you hold Commercial property in your Super Fund?
We see a lot of super funds that hold commercial property. In fact, for some super funds they were set up for this purpose – often so that a business owner could purchase their business premises with their super fund. After all, if you have money in super that you... Read More
Even if managed funds underperform, they’re here to stay.
When I told a new client about the statistics about the performance of managed funds, she didn’t believe me. She, like so many others, have been in funds for ages (both in her super fund and also in her own personal name). Sure, she’d seen years of negatives in amongst... Read More
Is it ever too early to talk to a financial planner?
What do most young people worry about? University, travelling, drinking and parties? What most young people don’t think enough about is long term financial planning and being financially responsible. A survey by the National Financial Educators Council found that 51% of respondents between 18 and 24 believed money management would... Read More
Retirement Risks and YOU
What are the biggest financial risks to your Retirement? Retirement – you have longed for it you have your retirement plan in place. You are looking forward to the day that you no longer need to set the alarm clock. The day will be yours to do with as you... Read More
