Monthly Archives: October 2016


Aged Pension changes from 1 January.

As 2016 gallops to a close, it may feel like the changes to the Asset Test for the Aged Pension have just been drawn up. These changes were, however, announced in the 2015 Federal Budget. So who's affected and what does it mean? If you are over 65 and in receipt of a full or [...]

2018-01-22T08:14:24+00:00 October 28th, 2016|

Using technology to make life simpler for our clients

Many of our clients are making great use of 'Your Wealth Portal', powered by the myprosperity platform. This online tool makes it easy to keep on top of your finances by providing up-to-date data on your credit cards, bank accounts, home loans, investments, property, super and more. We've been very impressed with the platform to date, and [...]

2018-01-22T08:14:24+00:00 October 27th, 2016|

Feedback from our client survey.

During August/September 2016, 184 of our wealth management clients were invited to take part in a Client Experience Survey by the Beddoes Institute, an independent research firm. These clients comprised those whose primary financial adviser is either Jason Petersen or James Sheehan. Of the 184 contacted, 95 people took part – a fantastic 51.6 % [...]

2018-01-22T08:14:24+00:00 October 13th, 2016|

Plan ahead to make the most of your retirement.

Be retirement-ready by staying across the latest changes proposed for Super. (And if you'd like help in interpreting them for your situation, talk to us.) On 27 September 2016 the Government released another round of draft legislation implementing a number of the changes to superannuation it announced in the 2016 Federal Budget. Many of these [...]

2018-01-22T08:14:25+00:00 October 4th, 2016|