Take CONTROL in 2019: Help your adult children become financially responsible

by Financial Advisers Brett Cribb, Steve Nicholas & James Marshall

We all want the best for our family, particularly when it comes to financial security. You can play an active role by encouraging your adult children (or other family members) to become more financially aware, develop goals and plan towards a secure financial future.

Find out how you can help your adult children set the essential foundations for an enjoyable and fulfilling life where, most importantly, they have choice. Continue reading “Take CONTROL in 2019: Help your adult children become financially responsible”

The First Home Super Saver Scheme will help you save faster for your first home

by Financial Advisers Brett Cribb, Steve Nicholas & James Marshall

If your goals include purchasing your first home, the new First Home Super Saver Scheme (FHSSS) is well worth your consideration. The FHSSS allows individuals to make voluntary superannuation contributions with the ability to withdraw them (plus associated earnings) for the purchase of their first home later.

The FHSSS offers tax benefits when using superannuation as the investment vehicle when saving for the deposit for your first home. Continue reading “The First Home Super Saver Scheme will help you save faster for your first home”

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”