Newsletter

 

 
 

In this month’s edition, we take a light-hearted and informative look into the financial attitudes and behaviours of the ‘super wealthy’. Our animation explores the benefits of having a buy-sell agreement in place when it comes to business succession planning. We discuss the risks and responsibilities of becoming a guarantor on a loan for a family member. We continue our focus on aged care services with Home Care Packages. And, we share Adam Carroll’s TED Talk video, on the importance of teaching children financial literacy from an early age. Finally, we showcase one of our latest tools, the Rent vs Buy Calculator. 

 
 
Capturing the super cap limit deadline.jpg

Financial mindsets of the super wealthy

Whilst on the path to financial freedom, occasionally it can be helpful to gain perspective along the way, by considering and then reflecting on the financial attitudes and behaviours of others. In this article, we look at several of the interesting findings from the 2017 Wealth Report.

 

 
The risks in retirement.jpg

Buy-sell agreements explained

When developing a business succession plan, having a buy/sell agreement in place may be a key consideration. In this animation, we discuss how this may assist in a smooth transition between a departing business owner and the remaining owners who wish to carry on with the business.

 

 
Life event - Claims process for personal insurance.jpg

Things to consider with guarantor loans

The domestic housing market has received considerable attention over the last 12 months due to concerns around housing affordability, especially for new entrants. In this article, we discuss things to consider before becoming a guarantor on a loan for a family member.

 

 
Electricity Bills - Time to get wired.jpg

Aged care services: Home care packages

If you or a loved one requires higher-level aged care services, but would still like to reside at home then a Home Care Package may be an option to consider. In this article, we take a closer look at how this service works.

 

 
3D Printing prosthetic hands are changing lives.jpg

Is money becoming an illusion?

Do you remember playing Monopoly as a child? If so, do you think the way you played may have changed if you’d used real money? In this video, we explore the importance of educating your children on the value of money from an early age especially given the emergence of 'tap & pay'.

 

 
Rent vs buy calculator.jpg

Rent vs buy calculator 

One of the many important decisions you may make in your lifetime is whether to continue renting or to purchase a residential property. The Rent vs Buy Calculator provides you with an estimate of your long-term financial situation when comparing the two options.