February 2017

What financial records do I need to keep?

Posted: February 26, 2017 at 6:15 am   /   Latest News

Ever feel like you’re drowning in a sea of paper? Tame the paperwork today and reap the rewards tomorrow.

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Why insurance is important – real benefits for you and your family

Posted: February 26, 2017 at 6:12 am   /   Latest News

Insurance is all about protecting what you have now and what you need to have in the event of the unexpected.
As you travel through life, the protection you need is likely to change. The key to selecting the right insurance is understanding your present needs and making sure you have both the right sort and level of cover.

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Negative gearing – smart strategy or risky business?

Posted: February 26, 2017 at 6:07 am   /   Latest News

Property is always a hot topic of conversation whether it’s on the news media or at backyard barbeques, everyone seems to be talking property prices. Fuelling the conversation is the news that property prices in Melbourne and Sydney reached new peaks last September.

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2017 assets test changes – what you need to know

Posted: February 26, 2017 at 6:04 am   /   Latest News

Changes to the assets test have come into effect as of 1 January 2017 and could impact anyone who qualifies for the age pension or other Centrelink benefits such as the Disability Support Pension.

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