Latest News

5 tips for taking control of your finances

We have been incredibly busy over the past few months. The rate of disruption since mid-March has been overwhelming for many of our clients. With the continuing threat of the virus, we have all been navigating considerable change and upheaval. Never before has it been so important that we focus on the things that we […]

take control of your finances

Retirement income is about more than just term deposits – a case study

By Kristopher Meuwissen   The last 10 – 15 years has been a wild ride for investors. Especially for retirees who need income. Let me explain… Since the global financial crisis (GFC) there has been a huge monetary response from governments and reserve banks all over the world. That response is to lower the cash […]

retirement income and term deposits

Make Your Money Last A Lifetime

Make Your Money Last A Lifetime For anyone who was ever paid fortnightly or monthly, the need to budget to ensure you had enough money to see you through until the next payday was essential. In many ways, a retirement income can be similar, albeit within a much longer timeframe. Research shows that the biggest […]

How to Plan For an Unexpected Partner Leaving From Your Business

A guide on buy/sell agreements and insurance ownership structures by Kristopher Meuwissen   The premature death, disablement or long-term serious illness of a business partner is one of the most overlooked but preventable business risks I see business owners take time and again. Let’s set the scene: you and your partner/s are running a great […]

A guide on buy/sell agreements