Wealth Insights
We collate research from a range of reliable resources both locally and globally to provide trustworthy and valuable advice to empower our members.
How mortgage brokers help their clients.
The Royal Commission into Misconduct into the Banking, Superannuation and Financial Services Industry highlighted that in the most part banks are very good at making loan products and charging interest rates and fees,
What you need to know about Labor’s proposed changes to Tax Policy
What you need to know about Labor's proposed changes to Tax Policy By Gareth de Maid, Relationship Manager - Financial Strategy Specialist As a second part to our analysis of Labor Party taxation policy, [...]
Financial Health Checklist
If you pay over 4% interest on your home loan, don't have a Will or don't know how your super is invested, it's time for a financial review. An annual review of your financial [...]
Downsizer contributions to Superannuation
Downsizer Contributions to Superannuation As at 1 July 2018, legislative changes for those over 65 and selling property have resulted in unique investment and estate planning strategies. Known as the “downsizer benefit”, this new [...]
Planning superannuation for a Labor Government
Financial strategies for a Labor Government By Gareth de Maid, Relationship Manager - Financial Strategy Specialist In light of recent political leadership changes and the subsequent plummet in the polls of the Liberal Party, [...]
Who to trust in the 2019 financial year?
Who to trust in the 2019 financial year? 2018 was an eye-opening year for the financial services industry. As a member of the financial services industry, the findings of the Royal Commission were [...]