Why your choice of executor matters.
The job of an executor is to make sure your estate is dealt with in accordance with your wishes. It’s an onerous responsibility – one that can have a huge impact financially and on the [...]
Franking credits – factoring in a possible change in the landscape
In the topsy-turvy world of Australian politics, it’s hard to predict exactly when the next federal election will be held, let alone the likely outcome. Nonetheless, the Australian Labor Party has declared its policy intentions [...]
Our take on the Royal Commission into Banking etc.
With all the ‘noise’ about financial services that’s forever in the media, we're sure you’ve heard us suggest you turn a deaf ear to it. But with the volume amped up extra high in recent [...]
Be rewarded for healthy choices.
If you look after yourself well – or you need a little push to do so – here's something you might find interesting... Available to AIA insurance holders, AIA Vitality is a science-backed health & wellbeing program that [...]
Switzer TV
This week, our Head of Wealth Management was interviewed by Peter Switzer on Switzer TV. With interest rates on term deposits and bonds so low, the topic of their conversation was, "How do you find [...]
Options for a young couple
Our Head of Wealth Management was recently asked to write for the 'Ask the Experts' section in Money Magazine®. (This is his seventh appearance in Money Magazine in the past 19 months.) Featured in the [...]