Did you know there is about $13.8 billion[1] held as lost or unclaimed superannuation in accounts across Australia as at 30 June 2020. Is some of that yours?

The Australian Bureau of Statistics announced a record 932,000 jobs were lost between the March and June 2020 quarters in the wake of COVID-19¹. While the Government extended temporary economic assistance for most businesses until March 2021, it has gradually been phased back which may result in many businesses downsizing, winding up or becoming bankrupt. This means it’s possible that more jobs may be lost in the coming months.

Whilst we may change the way we do business to keep you, and us, safe and well, we are open for business as usual. We continue providing financial advice to our clients and community during these uncertain times. Stay safe, stay well, and remember we are here for you.

In a year that has seen so many unexpected events take place it is top of mind for most Australians now more than ever that life does not always go the way we plan, but having a plan in place if things do take an unexpected turn can mean that our health, lifestyle and family are better protected.

As a parent you probably have great expectations for your child. They will have everything you had and more! You will consider their every need and make the most of every opportunity to help them get ahead, right? 

Aged care is a complex and emotive topic and many people don’t think about their aged care needs until the time to do something is upon them – at which point the options can be limiting. This article explains a couple of the key areas to consider around your aged care plan.

According to a recent survey by research firm East & Partners for lender Scottish Pacific, nearly 80 per cent of owners of small and medium enterprises said cash flow issues caused them the most sleepless nights.[1]

Have you made a big financial mistake in the past? One that cost you a lot of time and money to fix? One that caused you a big headache?

If you want to get ahead, financially, it’s necessary to take some steps to get there. It may seem daunting and overwhelming but like anything, if you have a professional guiding you along the way, small steps can lead to something great.

Create your own personalised Wealth Report in just 15 minutes and unlock the answers.