Budget 2019
We reflect on the events of 2018 before looking at what’s in store for investment markets in 2019.
In 2019 we see market volatility persisting given we’re facing another election, further interest rate speculation, predicted house price falls and global political games.
Read MoreRecent changes to Centrelink
We reflect on the events of 2018 before looking at what’s in store for investment markets in 2019.
In 2019 we see market volatility persisting given we’re facing another election, further interest rate speculation, predicted house price falls and global political games.
Read More2018 Year in Review and What’s Ahead
We reflect on the events of 2018 before looking at what’s in store for investment markets in 2019.
In 2019 we see market volatility persisting given we’re facing another election, further interest rate speculation, predicted house price falls and global political games.
Read MoreCommonwealth Seniors Health Card – A card for self-funded retirees
Following on from our article last month outlining the features, benefits and eligibility requirements of the Low Income Health Care Card (LIHCC), in this article we are going to look at a secondary card, the Commonwealth Seniors Health Card. Whilst this card does not provide the same wide ranging benefits as the LIHCC, it has…
Read MoreWhat’s happening with investment markets?
As I am sure you are aware we’ve experienced a lot of share market volatility in recent weeks. In order to alleviate some of the stress caused by this uncertainty we have put together a summary to help clarify the recent declines in your account balance, provide some longer-term context and highlight our investment beliefs…
Read MoreSpring 2018 Newsletter
What a time to be alive in this lovely Spring weather! Our latest Newsletter is now out and with new additions, share market changes, and spring clean ideas, we have lots to update you on. Click the button to learn all about what’s been happening.
Read MoreLow-Income Health Care Card – The Forgotten Concession
As most retirees are aware, Centrelink’s Age Pension provides income support and access to a range of concessions for eligible senior Australians. Unfortunately (or fortunately), you may find yourself deemed too wealthy for an Age Pension entitlement. Many retirees consider this the end of the road in terms of subsidising the costs of retirement, however, self-funded…
Read MoreSpring Clean!
It’s that time of the year! Spring is here and the weather is finally starting to get warmer and the sun is shining for longer (even if it doesn’t feel like it at times). As much as we dread it we know it’s time we cleaned out our financial clutter and get a better idea…
Read MoreGeelong Seniors Festival
The Geelong Seniors Festival is the largest community celebration for seniors in regional Victoria and a major partner of the statewide Victorian Seniors Festival. As well as being a great opportunity to get out and about for little or no cost, the Festival provides a rare insight into what is on in Geelong for the…
Read MoreMortgage Terms Explained
Owning a property is the Great Australian Dream. Home-ownership is perceived to be the pathway to a better life, one full of success and security. While we all want a part of this dream, for most potential homeowners the only way to enter the property market involves borrowing funds. When sourcing the best mortgage for…
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