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Financial Services Guide
Adviser Profile - Kirk Jarrott
Adviser Profile - Hayden White
Adviser Profile - Dylan Williams
How to start investing: different ways your money can work for you
Investing can be a great way to grow your wealth and build for the future. It’s also easier than ever to dip your toes into the market, but before you try your hand at investing it’s important to understand the different investment options you can choose from.
If you’re a rookie investor, you’re in the right place. Here are the basics so you can start putting together an investment plan. We’ve also taken the mystery out of how and where you can invest – and provided a five-step plan to get you on the way to achieving your dreams.
How much super do I need to retire in Australia?
It’s the number one question members ask – how much money will I need when I retire? There’s a number of things to think about - and it’s different for everyone – but we’re here to support you to figure out how much super, and other retirement income, you should be aiming for. These handy tools and benchmarks can help you determine where you’re at, and what you’ll need to do to reach your goals in retirement so that you can thrive on your own terms.
Superannuation: Your complete guide
Superannuation (also known as super) is a way of saving for retirement by putting aside a portion of your wages or salary throughout your working life. Super is an investment in your future. The more you know about it, the better off you’ll be later in life when it’s time to retire.
Tax and ETFs: 5 ways ETFs can help you achieve better tax outcomes
Exchange traded funds are a tax efficient way to build wealth over the long term.
How to get into the retirement comfort zone
A third of Australians retire without a plan. Here's why you should have one.
The strong link between advice and retirement confidence
Seeking professional advice could lead to greater confidence in being financially prepared for retirement.
The superannuation changes from 1 July
The super changes on the way from the start of the 2024-25 financial year.
Investment options in retirement explained
Getting the balance right between a safe spending rate and having enough income to enjoy retirement takes some careful planning. Investing for a reasonable return is one approach to helping your savings go the distance.
Approaching retirement: Are you ready?
If life is what happens when you’re making other plans, retirement is no exception. Thanks to health issues, redundancy and family responsibilities you might be saying goodbye to working life before you’re good and ready.
Life insurance and mental health conditions
Life insurance and mental health conditions There are some common misconceptions about life insurance and mental health conditions. It’s important to understand what you can be covered for so you can choose the best options to suit you.
Can I receive multiple payouts from different insurance policies?
When considering life insurance, many wonder if it’s possible to get payouts from multiple insurance policies, such as Life, Total and Permanent Disability (TPD), Critical Illness, and Income Protection (IP) Insurance.
Tailoring life insurance as you age
Life insurance comes in many forms, and it’s important to consider tailoring your cover to suit your needs as you move from one life stage to the next. But how do you know which cover is right for you now?
