Tag Archives: Financial Planning Melbourne
Posted on 01. Dec, 2018 by admin.
Choosing the right super investment options at the right time could make a difference to how much money you have when you retire. When it comes to your superannuation, the investment options you choose today and in future may impact how much money you retire with. If you haven’t selected an investment option within your […]
Posted on 01. Jul, 2018 by admin.
© AMP Life Limited. First published January 2018 If you’re wondering what you might do with your super money when you do access it, remember there will be a number of things to weigh up and look into. How can I take my super? Taking super as a lump sum A lump sum could help […]
Posted on 01. Nov, 2017 by admin.
Published on Advant Plus in July 2017. Article by AMP Life Limited. Whether you’re faced with an inheritance, redundancy package or winning lottery ticket, it’s wise to consider your financial situation and future goals. For most of us, a financial windfall isn’t something that comes around very often. And while the extra cash is welcome, […]
Posted on 03. Sep, 2017 by admin.
Produced by AMP Life Limited 23/1/2017 The types of debt we have largely depends on our age and stage in life. For most of us, having debt in some form or another is an inescapable fact of life. And despite its reputation, debt is not necessarily a dirty word. If managed well, it can be […]
Posted on 01. Jun, 2017 by admin.
By AMP Life Limited and originally published 6 October 2016. When it comes to passing-on your super money, you need to put specific plans in place so the right people end up with it when the time comes. You’d probably rather be doing something other than thinking about your own mortality. But because your super […]
Posted on 01. May, 2017 by admin.
By AMP Life Limited and originally published on 16 November 2016 at https://www.amp.com.au/news/2016/november/can-refinancing-my-home-loan-save-me-money By replacing your existing loan with a new one, you could take advantage of a better deal. Even if you secured a competitive package when you first took out your home loan, it’s worth reviewing each year¹ to ensure the interest rates, […]
Posted on 01. Feb, 2017 by admin.
How will they impact you? We cover some of the factors to be aware of given changes have just passed in parliament and are due to become superannuation law. Earlier this year, the Federal Budget announcement included a proposal to introduce changes to super bigger than the likes of anything we’ve seen in almost a […]
Posted on 03. Oct, 2016 by admin.
When it comes to the rent-versus buy debate, like many of our clients you may be weighing up the pros and cons. You might be thinking that you’d love to buy a house but it all seems out of reach right now. Are you asking whether it’s still a good idea to invest in property […]
Posted on 14. Jan, 2016 by admin.
“Good evening and welcome to the evening news. Our top story – the All Ordinaries rose by one point on limited trading with little economic data of any consequence released today”. That’s a line viewers are unlikely to hear when they flick on the 6pm news. It’s not very dramatic, and it’s not bad news. […]
Posted on 16. Mar, 2015 by admin.
Intergenerational wealth transfer – or in simpler terms, passing on assets to your family, can be, and often is, a huge issue for all family members concerned. If done well and executed properly, it can make a real difference to the financial position of the recipients. If misjudged or poorly handled, it can cause enormous […]