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The Wealth Blog

The true value of financial advice

Does investing in a financial planner really pay off? According to the latest research from Sunsuper you could be thousands of dollars better off when you make choices based on professional financial advice. Plus you’ll take more family holidays, have greater peace of mind and more confidence in your financial […]

Why you should write a will

You probably have a good idea of who you’d like to give your hard-earned assets when you’re gone. Making a will can help ensure your assets are distributed the way you want. Many people see making a will as something to do when they have children or other dependents to […]

4 smart strategies for estate planning

We all live in hope that when we pass, we’re not forgotten. We’d also like to believe that the money we’ve worked so hard for will help to give our kids and grandkids a better life. But for those who don’t have a plan in place, and would rather leave […]

Did you know gifting can impact your Age Pension?

What is gifting? Gifting can be a viable strategy as gifts given within certain limits can not only provide you with the satisfaction of being able to help others, but also slightly increase your Age Pension benefit entitlement. However, exceeding these limits could result in the gift continuing to be treated […]

4 Steps to help you protect your income

Many of us don’t hesitate to insure physical assets such as our home, contents and vehicles, but what about our greatest asset of all – our ability to earn an income? While we’d all like to picture a smooth road ahead, sometimes that’s just not the case. Protecting your income […]