Financial Planning Health Check
The key to success for your financial plans is to ensure that it remains relevant to your current financial situation and needs. In order to do this, we will need to be aware of any changes to your personal financial circumstances.
Has there been any changes to your financial circumstances of late:
1. Contact details
2. Change in employment
3. Family situation
4. Lifestyle needs
5. Health situation
If you answered YES to any of these points, it may be time for a financial reassessment and “health check”.
If we can assist you in this regard, please call our office on 02 6882 5922.


Planning For Your Financial Future

The two most frequent questions I hear are:


Quote of the month

“No one has ever become rich simply by inactivity,
money grows by proper planning."


Super Alert - New Super Rules

Shirley Schaefer, National Leader, Superannuation

The new Super Rules have been passed by both houses of Parliament and are just waiting on Royal Assent - generally this is a mere formality.

The key measures which have a commencement date of 1 July 2017 include:


Helping Small Business owners better prepare for retirement
The majority of small and medium enterprise (SME) owners consider the sale of their business to be very important in funding their retirement.

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