Category Archives: Blog

*fees apply to this lodgement. Your Financial Advisor will outline any applicable charges before making any payments. Written by, Jeff Lau, Senior Financial Advisor.  

Written by, Wendy Thompson, Senior Financial Advisor.

For much of the past decade, tracker mortgages have been the best value on the market, with some mortgages having a margin of just three-quarters of a percent over theContinue reading “Is now the right time to walk away from your tracker mortgage?”

I find it interesting that we have insurance for all sorts of things like our holidays, phones, and our pets, yet many don’t realise that if their income isn’t comingContinue reading “Income Protection- ‘Insuring your most Valuable Asset.’”

Whatever life stage you are at, from starting a new career to approaching retirement, buying your first home or starting a family, a financial plan can give you a clearContinue reading “6 Steps to Building your Financial Plan- Ian Garvey”

I recently sat down with a client who had 30 years until her retirement and she wanted to start saving.  When I showed her the projected pot of money, oneContinue reading “Indexing your savings; how it works and why it’s vitally important”

My 8-year-old daughter recently made her communion.  She was allowed to keep a certain amount of money to buy something for herself in Smyths, but the remainder we planned toContinue reading “‘Inflation; its effect on your savings, investments, and even your child’s communion money!’”

If the recent global pandemic has thought us anything, it is that life can be unpredictable. Considering the thought of yourself or a loved one passing away unexpectedly is notContinue reading “Life Cover – Here’s what you need to know!”

If you are in your 20s or 30s, there’s a good chance you haven’t given much thought to your retirement. You’re still in the early stages of your career andContinue reading “When should you start a pension?”