Understanding the impact of inflation

By |November 25th, 2015|Categories: Charter Magazine, Financial planning, Investing Insights, Retirement planning, Self Managed Super Funds|

When economists raise the topic of inflation today, most people’s eyes glaze over and their minds shift to their ‘happy place’. But knowledge is power.

Who needs insurance – Marge Simpson or Batman?

By |November 25th, 2015|Categories: Charter Magazine, Financial planning, Investing Insights, Major life events|

Discussing life insurance requirements may not be a comfortable conversation, but it’s essential if you want to look after people who depend on you.

How much do you need to retire?

By |November 25th, 2015|Categories: Charter Magazine, Financial planning, Investing Insights, Major life events, Retirement planning, Self Managed Super Funds|

It is never too early to plan retirement, because gambling with your future is not to be advised.

Pre-June 30 super health check

By |November 25th, 2015|Categories: Charter Magazine, Financial planning, Investing Insights, Retirement planning, Self Managed Super Funds, Tax|

You regularly book your car for a service and have a dental check up. You regularly optimise your tax and review your family’s health insurance. Yet how often do you check your super?

The lure of bricks and mortar

By |November 25th, 2015|Categories: Charter Magazine, Financial planning, Investing Insights, Property investing, Retirement planning, Self Managed Super Funds|

The attraction of owning property is clear – you can touch it, you can see it and you have the peace of mind that it will be there tomorrow and the day after.