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. Making arrangements to move into later life often includes arrangements for aged care or in home care. So often … [Read more...]
NDIS – Good news for people with a disability
The National Disability Insurance Scheme (NDIS) is the new way of providing support for Australians with a disability, their families and carers. The NDIS will provide for Australians under the age of 65, with a permanent and significant disability, with the reasonable and necessary supports they … [Read more...]
Do you have an insurance claim?
Many clients come to my office, sit down and discuss their situation and I say, did you make a claim on that? The answer is usually no. Or current clients who ask, “This probably isn’t anything but I’m just not sure…”, or we are just chatting and they let out a surgical hiccup and I suggest we make … [Read more...]
Were you given the right advice?
My service is not just for people with money to invest – it’s for people who want to know if they are on the right path and their money is really working for them. Many people also come to me for a second opinion and this is something I strongly recommend. A client came to me recently for a second … [Read more...]
Does your superannuation insurance policy really cover you? Jane’s didn’t.
Often we take for granted that our financial house is in order, that our income protection policy covers us for any life-challenges. But does it? This is Jane's story. Jane (not real name), was working for a company that has a corporate superannuation policy, which means there is an adviser … [Read more...]