Blog

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

Creating a Financial Safety Net Is 50% Insurance and 50% Asset Creation

Creating a Financial Safety Net Is 50% Insurance and 50% Asset Creation By Kristopher Meuwissen We all know that protecting your income is important. You have been told a thousand times that you need to make sure that you have enough in case you can’t work anymore. So naturally people think that when I talk […]

Andrea’s Claim

Andrea’s Claim – An Insurance Claim Case Study By Kristopher Meuwissen   *Names changed for privacy What I’m about to tell you is the story of the first ever claim on insurance that I helped one of my Melbourne clients through. I was much younger then and predominantly giving insurance advice to clients. I started […]