Top 10 Mistakes Professionals Make and How to Avoid Them As a professional, it's important to constantly strive for excellence and avoid common mistakes that can hinder your success. Whether you're working in a corporate environment or starting your own business, avoiding these common pitfalls can help you achieve your goals and reach new heights…
Six mistakes people make when organizing insurance. Personal insurance is something everyone needs at some point in their life. Due to the complexity of the life insurance environment in Australia financial advisers are vitally important in helping people find the correct mix of personal insurance coverage. An adviser’s job is to help you avoid the…
Do you know what your number is? I was presenting a strategic plan to some new clients last week and they couldn’t believe how much they needed to have in assets to reach their retirement number. This got me thinking, most people don't realize how much of an asset base must be saved for retirement.…
7 life situations where you could benefit from financial advice. Here is a list of seven life situations where you may benefit from the services of a financial adviser. You are planning on retiring Making decisions on what to do with your retirement income streams requires careful planning. The superannuation laws are complex and you…
6 questions to ask a financial adviser before buying insurance. Before you get life insurance, talk through these six questions with your financial adviser. That way you'll have a clear picture of what you're buying. What types of cover do I need? Deciding what you need to be covered is important. You can start by…
Did you know income protection is changing? Why the changes? Income protection has been offered in Australia since the 90s. Since then insurers have been in an ‘arms race’ competing against each other offering better and better features and benefits to win new business and market share from each other. This ‘arms race has now…
5 critical planning tasks everyone needs to complete before retirement. The closer you are to retirement, the more care you need to take with your financial decisions. The sooner you plan the easier it is to get things right. Here are five planning tasks everyone should do before they cease working. Know how much money…
5 reasons to talk to a financial adviser. Anyone can work with a financial advisor at any age and at any stage of life. You just have to find an advisor that is suited to your situation. Here are five reasons to talk to a Financial Adviser: You don’t have the time or interest to…
Is it ok to compare insurance policies on price? The purpose of insurance is to remove the risk of the financial consequences of suffering in certain events. Financially, you know that you can afford to pay a small amount each year as a ‘just in case measure. You might not ever need to claim, but…
5 reasons why insurance cover in super may not be right for you. A common misconception I hear is ‘I have insurance cover in my super. Here are 5 reasons why this cover might not be right for you. You might not have enough to cover. While many super funds offer a level of automatic…
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