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Planning ahead for the “Sandwich Generation”

Are you taking care of elderly parents? Do you still have adult children living at home? Do the words ‘meat’ and ‘sandwich’ strike any chords with you? You could be a member of the “Sandwich Generation” without realising it! Sandwich Generation refers to people who are ‘sandwiched’ between caring for elderly parents and adult children […]

How To Save For Your Kids Education

The costs of raising children from birth until adulthood are frequently reported by media and vary widely depending on whether you want your children to go to public or private schools and whether they plan to go to university or college. We’ve put together a few ideas on how to save for your kids education. […]

Is An Account-Based Pension For You?

Account-based pensions are the most popular type of retirement income stream for retirees. They offer both flexibility and ease of understanding and can be purchased from a professional fund manager or run within a self-managed superannuation fund.   What are account-based pensions? An account-based pension is basically an income stream that is payable from a […]

Reducing Risk in Your Portfolio

Reducing Risk in Your Portfolio By Kristopher Meuwissen   As the title suggests, this article is all about removing or reducing risk in your portfolio and that means you need to understand what RISK is for YOU. Allow me to elaborate by using an example. The average person faces many different types of risk in […]

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Starting a Family – Count the Costs First

Understanding the Costs of Starting A Family Understanding the Costs of Starting A Family is an article written by Kristopher Meuwissen, Principal Adviser, Founder and Director at Wealtheon Financial Services. The financial challenges of parenthood Right now it is estimated that the cost for raising a child to age 18 is widely varied from $300,000 […]

Understanding the Costs of Starting A Family