Latest News

How to Avoid Conflict After the Death of a Loved One

By Daniel Rose | 26 Jul 2018

Death, sex, and money are taboo topics most of us avoid in polite conversation, but we shouldn’t avoid addressing them all together. When a loved one dies, the grief alone is enough to deal with, let alone adding family conflicts regarding money to the mix. According to ASIC, it’s estimated that nearly half of the … Read more

Just got a job and struggling to save for your first home deposit?

By Daniel Rose | 25 Jul 2018

Just got a job and struggling to save for your first home deposit? That’s where your financial planners come in! We’ll help set up a realistic budget with saving plans that will get you into the house you never thought you’d see the inside of.

Is it the right super fund for you?

By Daniel Rose | 16 Jul 2018

So, you’ve rolled your super funds together. Even the one from that weird job you had back in 1993. That’s great. We’ve covered why having one super fund is so much more beneficial than multiple ones. But if you’ve already rolled your super over…or even if you haven’t, you may still be wondering… Is it … Read more

Emigration, Overseas Assets and Working Out Your Will

By Daniel Rose | 19 Jun 2018

Australia is a county of immigrants. In fact, one in four of those of us living in the lucky country were born overseas. It makes sense, then, why it’s so common for people to hold not just Australian assets, but interests overseas as well. A townhouse in London? A villa in Spain? Sounds like a … Read more

So you want to start a business? Here’s my 3 Top Tips

By Daniel Rose | 06 Jun 2018

So you’re thinking of starting a business. Whether it be going out on your own or buying an established business – it’s a huge step. As a Certified Financial Planner, I’ve noticed that aspiring business owners tend to: Overestimate the amount of money they’ll bring in, and Underestimate their business expenses. Having your own business … Read more

Travelling on the Age Pension

By Daniel Rose | 29 May 2018

For clients receiving the Age Pension who are thinking of travelling overseas for more than six weeks, live abroad or claim benefits from another country, then it’s important they first notify Centrelink. With the Christmas bills paid off, now might be the perfect time to plan your next holiday. But before take-off, it’s important people … Read more

Federal Budget 2018

By Daniel Rose | 16 May 2018

On Tuesday 8 May 2018, the Australian Government handed down its Federal Budget. It’s important that you take the time to understand what the Budget proposals mean – and how they might affect you personally. To help break down the key proposals I’ve included a Federal Budget overview that explains some of the key outcomes … Read more

Do You Really Understand Compound Interest?

By Daniel Rose | 09 May 2018

According to genius Albert Einstein: “Compound interest is the eighth wonder of the world. He who understands it, earns it.” But thankfully you don’t have to be a genius to understand compound interest. And once you understand it, you can earn it! Compound interest is basically the interest on interest. It’s also described as “the … Read more

Less Worry: More Super

By Daniel Rose | 02 May 2018

A recent report on the Future of Retirement conducted by HSBC found two interesting points about Australians: We worry more about our super than any other nation, yet… We take less action to plan for our financial futures. As a Certified Financial Planner, naturally, I’m concerned about this finding. It’s also a far cry from … Read more