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”

7 steps to financial success

by Steve Nicholas, Financial Adviser

As you move through different phases of your life, it’s important to revisit your financial strategies including your insurances, super strategies, savings and cash flow, debt management and estate planning needs. Doing so could make an enormous difference to your long-term financial situation.

Our 7 steps to financial success  can help you stay on track and achieve your financial and lifestyle goals so you can focus on enjoying life. Continue reading “7 steps to financial success”

Our client-focused approach to emerging technologies

by Brett Cribb, Financial Adviser

It’s 6pm and you’ve got a quick question for your financial adviser but at this time of day, all you can do is email to arrange an appointment. Imagine a scenario where you don’t have to schedule a meeting or wait for your next financial review. Instead, you simply speak your question into a phone app which securely delivers back to you a personalised answer a minute or so later.

This type of interaction, where new technology directly benefits clients, is of particular interest to the team at Stratus. Continue reading “Our client-focused approach to emerging technologies”