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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|

Life without a crystal ball.

Markets go up. Markets go down. And so it continues. If only we could predict with absolute precision and certainty, when market upturns and downturns would take place. But of course that’s impossible. Without a crystal ball at your disposal, trying to ‘time the market’ to capitalise on the best days and avoid the worst [...]

2018-01-22T08:14:25+00:00 September 30th, 2016|

What’s new in Super?

The Government has announced some proposed changes to the superannuation rules it had foreshadowed during the run up to the last Federal election. Here's a rundown: Are you clear on what non concessional contributions you can contribute in a year? With the Government abandoning its policy to introduce a $500,000 lifetime cap for non-concessional contributions [...]

2018-01-22T08:14:25+00:00 September 23rd, 2016|

Your insurance might cover you for something unexpected.

David* is a client of mine who phoned me earlier this year to ask a question about his investments. In the course of the conversation, he mentioned he’d recently fractured his leg while playing footy with his mates. “You know you can claim for that under your income protection insurance,” I said. David seemed surprised. [...]

2018-01-22T08:14:25+00:00 September 19th, 2016|

Adviser of the Year Award announcement by AFA & Zurich.

Yesterday, the Association of Financial Advisers (AFA) and Zurich issued the following media release. (We are especially proud of our Jason Petersen, named as a 2016 Grand Finalist for the Adviser of the Year Award.) MEDIA RELEASE  AFA and Zurich announces Adviser of the Year and Practice of the Year Grand Finalists.   SYDNEY: 13th September 2016 [...]

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

Jason progresses as a Finalist in Adviser of the Year awards.

We are absolutely delighted to announce that Jason Petersen - our Head of Wealth Management - has progressed to the final stage of the judging process for the 2016 Adviser of the Year Award! Today we have learned that Jason is now a Finalist – one of just three contenders – in the prestigious awards [...]

2018-01-22T08:14:25+00:00 September 12th, 2016|

Another appearance in ‘Ask the Experts’

For the third time since April, our Head of Wealth Management - Jason Petersen - has featured in Money Magazine. In the August 2016 edition, Jason was asked to contribute to the magazine's 'Ask the Experts' section. Jason was asked to answer questions posed by Shannon and Glen Handley, a couple in their thirties with two young children. [...]

2018-01-22T08:14:25+00:00 September 8th, 2016|