If your life insurance policy is in a drawer gathering dust, your family could be in for a nasty shock in the event of a claim. Here we outline some pitfalls to avoid when taking out cover. 1. Buying on price rather than cover No-one wants to pay too much for...
Wealth Planning Partners are pleased to announce that their Director Amanda Cassar has been named a finalist in the Female Excellence in Advice Awards for 2016. CEO of the Association of Financial Advisers (AFA) Brad Fox, said the ability of this Award to attract so...
In 2013, Financial Standard launched the inaugural Power50 list, a guide to the top 50 financial services professionals who use social media to lead the conversation on wealth management, superannuation and financial advice. The list is made up of...
There are many different beliefs and traditions surrounding Christmas, but one thing is for sure... from its start, it was meant to be about joy and celebration. These days for some, it seems more a time of stress and debt. If ‘it’s only x days to Xmas’ curls your...
There are a large amount of advertisements recommending you take out life cover out with automatic acceptance, and no medicals. Simply sign up and be covered in under two minutes. Sounds too easy, right? But what issue does this pose at claim time? When taking out...
A recent chat with a friend soon turned into a request for a review of his financial situation, as I had a bit of time over the weekend we ended up having this very important discussion. The lack of proper financial advice soon became very evident when looking at his...
What’s your biggest financial challenge? We all have an area of our finances that we know could do with some attention but let’s face it – most of us would rather think about something else. The problem is that by doing that, we’re costing ourselves money – and more...
Aussies we know are a pretty easy going bunch and this is probably one of the main reasons we're also a terribly under-insured nation. The 'she'll be right mate' attitude is pretty pervasive, with most of us thinking 'it'll never happen to me.' And then, wondering...
Superannuation will play an increasingly important role in all our futures. What we do today is going to affect our retirement savings tomorrow.
So most of us have heard about Self Managed Super funds, but where do they fit in the somewhat complex world of superannuation funds?
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P.O Box 3592, Burleigh Town, QLD, 4220
Robina, QLD, 4226
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