Insurance

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How you can invest in the environment

Finite resources, and the need to consider the impact of the climate in fulfilling needs from water, food and energy supply, has opened opportunities for companies to offer alternative or sustainable solutions. Investing based on climate or environmental concerns is a growing space, and typically factored in the broader sphere of sustainable investments. Environmental and [...]

2018-11-02T13:29:47+00:00November 2nd, 2018|Financial Planning, Insurance, Investment/Market, Superannuation|Comments Off on How you can invest in the environment

Make my retirement funds last the distance

Australians are living longer and if you hang up your work boots at, say, age 65 and live to age 90, you need to plan for the possibility of a quarter of a century in retirement. That’s a wonderful thought! But will your money last the distance Understanding your current financial position A good starting [...]

2018-10-05T12:28:27+00:00October 5th, 2018|Financial Planning, Insurance, Investment/Market, Superannuation|Comments Off on Make my retirement funds last the distance

Making money and doing good – the rise of sustainable and impact investing

There is no doubt that interest in responsible investments is growing. Not only in Australia but globally, investors are increasingly interested in how a company makes its money not simply how much it makes. Whilst some investors may focus on the longer-term viability of a company and its behavior, others may hold particular values they [...]

2018-09-07T13:55:10+00:00September 7th, 2018|Financial Planning, Insurance, Investment/Market, Superannuation|Comments Off on Making money and doing good – the rise of sustainable and impact investing

Four Types of Insurance for the Newly Divorced

Financial discussions during divorce tend to focus on dividing assets and cash, but managing your insurance is an area which can make a big difference for you and your family. Over 40% of Australian marriages fail, with nearly half of these involving families with young children1. While insurance protection may have been something that both [...]

2018-06-18T15:55:07+00:00July 2nd, 2018|Financial Planning, Insurance, Investment/Market, Superannuation|Comments Off on Four Types of Insurance for the Newly Divorced

‘Downsizing’ the Family Home and Super Contributions

In the 2017 Federal Budget, the Government announced a proposal which is designed to encourage older Australians to free up housing stock and access equity in their home for their needs. The legislation for this proposal was introduced into Parliament on 7 September 2017 and is now law. These new measures allow a person aged 65 or older [...]

2018-06-18T16:26:27+00:00June 18th, 2018|Financial Planning, Insurance, Investment/Market, Superannuation|Comments Off on ‘Downsizing’ the Family Home and Super Contributions

When Unexpected Illness Strikes

In 2010, Wendy was diagnosed with rheumatoid arthritis, an incurable and debilitating condition that changed her life overnight. At the time of her diagnosis, Wendy, then 47, was loving life, enjoying peak career success working for a pharmaceutical company, and a newfound romance with David, a lovely man she had met six months earlier. At first, Wendy [...]

2018-06-04T14:16:02+00:00June 4th, 2018|Financial Planning, Insurance, Investment/Market, Superannuation|Comments Off on When Unexpected Illness Strikes

An Insurance Lifeline

Trauma insurance is the middle child of the personal insurance family. It’s overshadowed by its better-known siblings but it’s a quiet achiever that will do the heavy lifting when the circumstances require it. What trauma insurance is and isn’t Trauma insurance – sometimes known as critical illness insurance – provides a lump sum payment in [...]

2017-08-01T14:26:19+00:00August 1st, 2017|Insurance|Comments Off on An Insurance Lifeline

Global Markets navigate a sea of uncertainty

It’s almost a decade since the global financial crisis created havoc in financial markets. While the global economy continues to show signs of recovery, political uncertainty in Europe and the United States is creating fresh confusion on global markets as investors wait to see how current events play out. It started just over a year [...]

2017-07-19T13:53:57+00:00July 19th, 2017|Financial Planning, Insurance, Investment/Market, Superannuation|Comments Off on Global Markets navigate a sea of uncertainty

Are you financially healthy?

Aussies are getting better at planning and growing their finances – but there’s still room for improvement. Find out how you stack up… Australians are taking better care of their financial health, as revealed by BT’s Australian Financial Health Index. The study involved over 9,000 Australians, delving deep into the attitudes and behaviours of the [...]

2017-07-04T11:41:03+00:00July 4th, 2017|Financial Planning, Insurance, Investment/Market, Superannuation|Comments Off on Are you financially healthy?

Future Proof Your Family

5 reasons to take your insurance more seriously As we move through life, find a partner, raise a family, and maybe start a business, the importance of insurance in a long term plan increases. That’s because insurance is all about providing a financial safety net that helps you to take care of yourself and those [...]

2017-02-15T09:22:41+00:00February 15th, 2017|Financial Planning, Insurance|Comments Off on Future Proof Your Family