Income protection: Supplementary provisions

There are many benefits to holding Income Protection insurance. In this article, we discuss several supplementary provisions held within some Income Protection insurance policies that have a focus on enhanced coverage.


Appointing a power of attorney

Estate planning can be complicated. When people review Estate planning, they often also discuss powers of attorney. In this animation, we discuss the different powers of attorney and how they may be of benefit to you.


Mo Gawdat’s equation for happiness

What does happiness mean, what role does it play in your life, and how do you achieve it? In this video, Mo Gawdat, Chief Business Officer for Google X, proposes a mathematical equation for happiness


Income Protection: Indemnity and agreed value

One important factor when considering the establishment of an Income Protection insurance policy is the benefit type. In this article, we discuss the difference between indemnity and agreed value.


1 July 2017 – New financial year, new rules

The new financial year has ushered in many legislative changes when it comes to personal finances. These are most noticeable in superannuation, but also impact other areas. Read more about these changes and how they may affect you.


What is a managed fund?

There are various investment methods available to help build and maintain wealth over the long-term. In this animation, we explore managed funds, how they work and the relative merits of investing in one.


Future self-continuity: Preparing for the future

When considering your personal finances, is there a battle between your present and future self? In this article, we look at the importance of aligning your present self with your future self.


Diversification fundamentals in portfolio construction

You’ve probably heard the saying, “Don’t put all of your eggs in the one basket”, but what does it mean? In this article, we explore the importance of diversification when it comes to portfolio construction.


Dave Allen's comedy sketch: £10 note stuck under car tyre

It is probably fair to say that we have all spotted some form of money on the ground whilst walking. Did you detour from your path to retrieve the money or did you continue walking?


EOFY planning: Tax and superannuation strategies

As we approach 30 June, there are several end of financial year (EOFY) planning strategies you may wish to consider. Whether these are appropriate for you will depend on your financial situation, goals and objectives.