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
Felicity talks with Peter Switzer on Sky News Money about debt, bank balances and the risks of low interest rates
Felicity and Peter talk on Sky News Money about the mortgages that could be at risks if interest rates increase or wage growth continues to slow. Many people don’t understand the amount (in real dollar terms) their mortgage will go up if interest rates change even a little bit. When... 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