Take CONTROL in 2019: Be financially prepared for Aged Care

by Financial Advisers Brett Cribb, Steve Nicholas & James Marshall

Moving to residential aged care, or assisting your parents to do so, is always a challenging and emotional time. In particular, many people are unaware of the complexity of financial options that need to be considered and decided upon in relation to aged care planning.

Timely and appropriate planning and advice will be important to help you navigate this unfamiliar territory and, importantly, prevent unwanted financial consequences. Continue reading “Take CONTROL in 2019: Be financially prepared for Aged Care”

Take CONTROL in 2019: Personal wealth a cornerstone to healthy ageing

by Brett Cribb, Financial Adviser; Steve Nicholas, Financial Adviser; & James Marshall, Financial Adviser

Business owner

‘It’s not the years in your life that count, it’s the life in your years.’
Abraham Lincoln

Taking control in 2019 means funding your superannuation adequately.

Are you a business owner who is not making regular superannuation contributions for yourself? If so, you could be compromising your personal prosperity and depriving yourself of an essential component of happy and healthy ageing. Continue reading “Take CONTROL in 2019: Personal wealth a cornerstone to healthy ageing”

Take CONTROL in 2019: Review your super strategy in light of the NEW concessional contributions catch-up provision

by Brett Cribb, Financial Adviser; Steve Nicholas, Financial Adviser; & James Marshall, Financial Adviser

2018/19 is the first financial year you may be able to boost your superannuation balance by carrying forward unused superannuation concessional contributions cap amounts. Part of the Government’s superannuation reforms, this ‘catch-up’ measure offers greater flexibility and it may help you to top up your super savings – significantly!

If you wish to take financial CONTROL in 2019, NOW is the time to review your super strategy in light of the new concessional contributions catch-up provision. Having financial strategies in place is essential for achieving your financial and lifestyle goals… and having the freedom to enjoy life.

Here we explain how the catch-up provision works and how to check your eligibility. Continue reading “Take CONTROL in 2019: Review your super strategy in light of the NEW concessional contributions catch-up provision”

Take CONTROL in 2019: How to manage your CASH FLOW

by Steve Nicholas, Financial Adviser

If you would prefer a less stressful life where you have more choices, greater opportunities, clarity about your future and the confidence to live your best life and provide the best for those you love, then it’s time to take CONTROL of your financial situation. In this and future articles, my colleagues and I will show you how…

Having financial strategies in place for your cash flow, insurance, super, savings, debt management and estate planning is the essential foundation for achieving your financial and lifestyle goals… and having the freedom to enjoy life.

Here’s how to take control of your cash flow. Continue reading “Take CONTROL in 2019: How to manage your CASH FLOW”