Tears and Reassurance

I’m exceedingly grateful we provide advice that encompasses uncomfortable things like Estate Planning. Today I received a call from a newly bereaved widow, and her son, their world fell apart when the patriarch unexpectedly died. She had no idea what to do, because he’d always handled ‘the money’. It was a blessing to be able to…

Why do YOU need a vision for YOUR future?

While doing a presentation this week I asked two audience members “What’s your vision for your future”? and got two very different answers! Because the first person was approaching retirement…they’re focused on their retirement lifestyle, where they have time and money to enjoy their family. The second was early twenties…and the response was ‘I don’t…

Is Your Super Super?

Most Aussie workers have at least one superannuation account. They’re more common than super powers! Superannuation is most commonly referred to as super in the land of Oz. The federal government view is that your super is meant to fund your retirement, yet for most Aussies have no idea of what their ‘super’ investments are…