Our recent article, Got your super contributions organised?, outlines changes to concessional and non-concessional super contribution caps. As a super fund member, you need to take action before 30 June 2017. Here we cover how to avoid penalties for exceeding the new super caps and how to make effective use of the funds that you will no longer be able to contribute to super. Continue reading “Changes To Super Contributions Raise Two Very Important Questions”
By Ross Munro, Financial Adviser
Most of us take for granted our ability to make daily decisions in a range of important areas: finances, property, health care, nutrition, shelter, clothing, hygiene and safety. The reality is, however, that as you grow older and experience mental decline or perhaps as a result of injury or illness, you may lose that capacity. Continue reading “No Power of Attorney? Here’s Why It Should Be Your Top Priority…”
“Peter’s help in processing my claims and then preparing me for life after the massive change was superb.”
“I will be forever in debt for his help.”
This case study relates to Steve and Heidi’s situation and the assistance they received from Peter Beauchamp and our risk insurance team. Continue reading “Our Insurance Claims Service – A Client Case Study”
This case study relates to John and Maria’s situation and the advice they received from our adviser Brett Cribb.
“John and I had never seen a financial planner before and our accountant recommended we meet with Brett, as John was doing well in his business. Brett was friendly and easy to talk to. He is passionate and very knowledgeable about estate planning matters. We both enjoyed the fact that he explained everything clearly, and not only gave us assistance, but choices as well. We both enjoyed having input into the process.” Continue reading “Estate Planning With John & Maria – A Client Case Study”
This case study relates to Ian and Helen’s situation and the advice they received from our adviser Brett Cribb.
“I am now in a position where I could retire. I maintain upside exposure to the investments I want exposure to and ensure that all of my taxation issues are covered. I left the company recently and am now comfortable that I could retire if I wanted to. Both Helen and I can now do what we want to do when we want to.” Continue reading “Financial Planning for Executives – A Client Case Study”