Tag Archives: Financial Planning

Wealth health check – Part 3 Retirees (aged 65+)

Posted on27. Feb, 2012 by .

0

Are you keeping your finances healthy by doing the right thing at the right time? Top Tips for Retirees – Ensure you don’t run out of money…

Continue Reading

Wealth health check – Part 2 Builders/Pre-retirees (aged 45-65)

Posted on20. Feb, 2012 by .

0

Are you keeping your finances healthy by doing the right thing at the right time? Top Tips for Builders/Pre-retirees (aged 45–65) – Stay cash flow positive, increase contributions to super, split income where possible to save tax…

Continue Reading

Wealth health check – Part 1 Accumulators (aged 25-45)

Posted on13. Feb, 2012 by .

0

Are you keeping your finances healthy by doing the right thing at the right time? Taking the best action at the optimum time can be crucial to your financial future. Part 1 Accumulators (aged 25-45).

Continue Reading

The life cycle of financial planning

Posted on17. Oct, 2011 by .

0

No matter what stage of life you currently find yourself in, there is a role for financial planning in order to ensure that your future, and the future of those that you care about, is well looked after. Taking care of yourself allows you more time to achieve goals that you are passionate about. Importantly, it’s never too late to start, and never too early to begin.

Continue Reading

Insurance – protecting more than your life

Posted on07. Oct, 2011 by .

0

Nobody ever wants to think about unfortunate events in life, but sometimes things just happen. When the word “insurance” is mentioned, many people start thinking about the big one – life insurance. But life insurance is not the only form of insurance that exists in order to protect us and our assets and in that lays a problem.

Continue Reading

Facts of Life: Keeping up with Ageing

Posted on19. Sep, 2011 by .

0

Thanks in part to the prosperity and prolific creativity of the Baby Boomer generation and their fixation on living longer and maintaining their health (and their youth), we can all anticipate longer lifespans.

Continue Reading

Fabulous 50s: fighting fit, having fun, facing the future

Posted on08. Sep, 2011 by .

0

Life in your 50s can be great. You have made a dent in that huge mortgage, the kids have probably grown up and are not dependent on you, your career may be at its peak, so what is next financially?

Continue Reading

Industry Stats 2010 – Insurance Claims Paid

Posted on31. Jul, 2011 by .

0

The risk store has compiled a table to show the contribution that the life risk industry makes to its policyholders’ families and businesses.

Continue Reading