"According to the Australian Institute of Health and Welfare the current life expectancy is 84.5 years for a man; and for a woman it’s 87.3 years." Click the link to access Macquarie's article: 9 steps to a better retirement at any ... Read more

What is the first thing you would do as a retiree? #retirement#financialplanning Contact us on 0893816811 for a consultation. Ray is a holistic, CERTIFIED FINANCIAL PLANNER® and LIFE RISK SPECIALIST® and has a Bachelor’s of Commerce in ... Read more

You would have heard the saying: “where there’s a will, there’s a way”. This statement is usually used to encourage people who are losing enthusiasm for a task or goal. But it also reflects the way many people feel about estate planning. They ... Read more

We often ask our clients to envision the lifestyle that they would like to have when they retire. Some people envision taking long trips around the world, while others envision spending more time with their families. Regardless of what your goals and ... Read more

Some of the most incredible minds in finance and investment have gathered to talk about current trends and the macro environment in 2019. Interesting times we are in. #AdvisersBigDayOut#InvestmentManagerRoadshow Contact us ... Read more