Disclaimer: Any advice provided in this discussion is only general in nature. For advice that relates to you personally, please seek the advice of a qualified and trained professional. "Lump sums" are an amount of money to arrive into people's lives sometimes as a surprise, sometimes by program. … [Read more...]
Will you still be entitled to the Age Pension?
The Federal Budget contains significant changes that will affect everybody to varying degrees if all the legislation goes through. There are additional changes already set for those retired or looking to retire and obtain the age pension. These changes take effect January 1st 2017. I’ve been … [Read more...]
Being the Swiss army knife
My role as Financial Advisor is multifaceted and I see myself more as a fixer. I often see people when they are at their most vulnerable – the death of a loved one, a financial mess after divorce, a family feud involving money. On the other side I see young people wanting to get their financial … [Read more...]
Get the right financial advisor for your situation
A woman came to see me recently - we'll call her Jody (not her real name but Jody has given me permission to tell her story). Jody's brother died, at age 33, of a sudden terminal illness. He had assets and insurance that paid out a significant amount, which meant he left his siblings and their … [Read more...]
Inheritance and your business. What to do?
Timely advice can save clients hundreds of thousands of dollars and ensure good tax related decisions. A client came to me recently after receiving an inheritance. At our meeting I discovered many areas of her business that needed addressing. For example she was trading as a sole trader, which … [Read more...]