VIDEO
-
SUPERGUIDE INTERVIEW – RETIREMENT
Joe was interviewed by Robert Barnes from Superguide at the Profession of Independent Advisers Symposium in Canberra in 2019. https://www.superguide.com.au/retirement-planning/video-financial-advisers-tips-preparing-for-retirement
-
Pump up your contributions
This is our short response to the latest news flash in the Herald Sun that people need to save more of their income for retirement. This is not ground breaking news but has been suggested by many for many years.
-
Off the Plan? Off the Mark!
James discusses a scenario where a client was sold ‘off the plan’ apartments by a property spruiker to fund his total retirement plan.
-
Investment Tips from the AFL
Anyone remember that amazing game in Round 16, 2001 Essendon V Kangaroos….. I do.. I use this game to describe what makes a successful investor with Andrew On The Sideline 88.6 Plenty Valley FM discussing all things money and sport.
-
Why We Value Super
Sam Henderson asks us to advise Gary a pre-retiree who is considering selling his direct share portfolio and contributing to superannuation.