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The Wealth Blog

Federal Budget and EOFY

—- While many of the biggest changes are still a few years away, the 2014 Budget is set to have a big impact on Australia’s retirees. Here’s an overview of the three most important changes if you’re retired or about to retire 1. Changes to the Commonwealth Seniors’ Health Card […]

Latest figures show people betting on their life

New analysis of claims statistics by Australia’s largest life insurer TAL shows that many customers are stopping their “living insurance” policies just 1.5 years before when the average claim is made. The average age a person discontinues one or more of three types of living insurance policies – cover for […]

Tackling misinsurance

— Zurich’s recent white paper ‘Misinformed, Misinsured?’ has certainly created a stir in the industry by shedding light on the lack of knowledge and understanding Australians have when it comes to their life insurance. The research also reinforces the critical role of quality advice and education to drive awareness and […]

End of financial year planning starts now

First we had the calendar new year, followed by the Chinese new year. A third new year is fast approaching and it’s important to plan for it. 1 July 2014 marks the start of a new financial year. But it’s important not to leave wealth accumulation and wealth protection until […]