If your personal or family situation has changed, it will very likely impact on your financial position.
2016 may bring new opportunities… a new job, increased salary, or maybe you are planning to start a family. Children starting school or finishing school can impact on your cash flow… either depleting it or as school fees come to an end make extra cash available to fund other things. For recent empty nesters, this year may be your opportunity to finally implement planning for your retirement.
If you or someone you know has recently been made redundant, this tip is for you ...
Seek financial advice ASAP to take stock of your situation, then implement a recovery plan.
There is no question; redundancy can be a traumatic event. It’s a challenge emotionally and financially and there are some big decisions required to help you make the most of your redundancy payout, take back control of your life and reset your future direction.
A recent White Paper published by a leading insurance company indicates that the underinsured gap for life insurance is closing in Australia. However, Wealth Fundamentals’ advisers say that while this is an encouraging sign, there is still more to be done in educating consumers on the role of life insurance within their estate planning as a whole. In other words, what happens to insurance funds in the unfortunate event of a claim?
Our Licensee, Fortnum Financial Advisers, has been named 2015 CoreData Licensee of the Year, claiming the award for the second year running in an outcome that reflects consistently excellent satisfaction ratings by financial advisers licensed by Fortnum. The Award reflects Fortnum’s commitment to providing industry-leading support for its advisers and in turn, their clients.
If you are a pre-retiree or retiree, could you afford to financially support your adult children and/or your grandchildren if they faced serious injury, illness or worse? How would your income stream be affected and what would be the long-term ramifications for your retirement lifestyle? Here, we outline some important considerations for protecting your retirement and the wellbeing of those you love.
If you are a home owner with a mortgage or an investor holding debt within your portfolio, now is the time to review your lending arrangements. Seeking professional financial advice could help you uncover a more affordable, tailored lending solution designed to reduce interest paid and increase your disposable income. Here, we share 3 top tips for reviewing your lending arrangements.
The Australian Scholarships Group[1] recently announced that Australian parents could soon be paying up to $65,829 to educate a child at a government primary and secondary school. For average families of two or three children this represents a significant financial commitment for many Australian families.