Blog posts

I have to admit that I knew nothing about superannuation before I started working for a financial planner. No one ever told me the advantage of looking after and growing your super and how, with the right advice, you can plan to have enough money for the things you need and want in your retirement!

But I’m not the only one, and after speaking with some of my friends, have learnt that they also have no idea! I have encouraged them to come in and speak with Peter, Jay or Ben – but as much as I want to, I know I can’t force them; how does that proverb go? ‘Can lead a horse to water but can’t make it drink’. But they need to drink!

I know first-hand that as we get older we all worry about our retirement and how we are going to manage… but we need to be strong, and not be embarrassed to see a financial planner, because they can help us have the retirement we deserve. And I should know - I’ve seen many very, very happy clients.

Recent blog post

Don't rush when buying your first home - By Aimee Lucas

For as long as I can remember, all I wanted to do was my buy own home. I’m not sure if it stemmed from my parents, my older sister or perhaps it was just always a dream I had.

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Let the specialist do what the specialist does best! - By Ben Kemp

If your pipe breaks you call the plumber, if the powers out you call the electrician. But, if your finances are broken, what do you do? For most people, it’s a case of ‘hope for the best’.

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Times are a changing…. - By Ben Kemp

Instant gratification. Everyone wants it, everyone needs it, everyone craves it, and generally everyone these days seems to manage to get it! But what impact does that have on our medium and longer term “gratifications”?

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Wait…it costs how much?! - By Caitlin

I was so excited when my partner proposed to me that I completely forgot all the ‘Yes, of course!’ lines I’d rehearsed in the mirror and something along the lines of ‘what are you doing?’ fell out of my mouth instead. Very shortly after our engagement was announced, everyone started asking ‘have you set a date yet?’ and honestly, the wedding planning questions haven’t stopped since.

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I’m embarrassed… - By Teresa

I have to admit that I knew nothing about superannuation before I started working for a financial planner. No one ever told me the advantage of looking after and growing your super and how, with the right advice, you can plan to have enough money for the things you need and want in your retirement!

Read More

Toto, I've a feeling we're not in Kansas anymore - By Jay Burke

Like Dorothy, many financial advisers and consumers are awakening from a dreamlike psychedelic decade to find themselves in OZ, a new world of Crypto currency, Robo Advice, Acorns, Instagram investment gurus and the internet of everything.

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Retirement. What does that mean? - By Peter Burke

I suggest it’s a very very bad use of terms. Why do we work for 60% of our lives, often doing stuff that we really don’t love? Do we do it to fund our lifestyle? To feed and educate our kids? To pay off our house mortgage?  Perhaps also it’s to fund this mystical thing we call retirement. What does this really mean?

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But, where do I start? - By Ben Kemp

The question on the lips of so many everyday Aussie’s: “Where do I start?”

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