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The psychology of retirement

Living the good life, retiring happy, wealthy and wise Retirement is a little like Clark Kent taking off the Superman suit. It’s peeling off an identity – from an industry, a company, or a personal work history – and entering an entirely new life stage. There’s freedom and excitement, the time to do all the […]

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Women and money – getting into good financial habits

Women generally face more financial hurdles in their retirement than men for a number of reasons. Broken work patterns to raise children, lower average earnings, and longer life expectancy are the main causes. Therefore, women need to take action when they are young so that they are not significantly disadvantaged later on. There is a […]

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Why franking credits are important for retirees

Many of you will have seen the term franking credits appear on your share dividend statements, but what does a franking credit actually mean and how can investors benefit? What is a franking credit? When an Australian-listed company posts a profit, it is standard practice to redistribute those profits to its shareholders in the form […]

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Financial Services Guide

The purpose of a Financial Services Guide (FSG) is to assist you to decide whether to use any of the financial services we offer.

The information contained in the FSG is very important however a full appreciation of how you will benefit from our services and the fees involved will only be obtained once we have had the opportunity to meet and discuss your specific requirements.

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