We understand the complex array of emotions and outside factors that surround these major life decisions. As such, we aim to deliver aged care financial advice with great integrity and sensitivity. Vince Lam is an Accredited Aged Care Professional™ and an experienced Independent Financial Advisor. For more information on how Vince and the rest of […]
This new organisation will bring together 680 staff across New South Wales, Queensland and the ACT, and a forthcoming facility in the Northern Territory. Deaf Services will now be operating at a hugely increased capacity as a result of this merger, with annual revenue of about $45m (up from $8m) & an equity portfolio of […]
The Plutus Financial team have put together a list of the things to consider when planning for your retirement.
It is very clear that there’s an extraordinary amount of changes due to the Coronavirus (COVID-19) health crisis. We have all been impacted financially and several of us are seeking information in regard to how the superannuation and retirement system can be of assistance during this critical time. Key points about the Australian government’s super […]
Everybody has dreams and aspirations. Variety is the spice of life. Some people may wish to fly to the moon, others would prefer to sail around the world or drive around this great Australian land. Perhaps your goals are a little closer to home and you simply wish to be the best parent or grandparent […]
On February 4th 2019, the government released the 1000+ page Final Report for the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry. Advisers and the industry as a whole have faced scrutiny, with reforms in progress. One of the key recommendations from the Royal Commission was reporting the lack of independence by […]
We don’t often think far ahead into what our future looks like and therefore don’t take steps to secure it. Be prepared: You have probably considered it, but now may be time to prioritise contributing to your super if you’re self-employed. It’s essential to be prepared financially for later life. Being prepared equates to […]
Independent financial advice involves playing more than one role. The best independent financial advisors play multiple and nuanced roles with their clients, beginning with their needs, risk appetites and circumstances of the client, irrespective of what is going on in current markets. Jim Parker, Vice President of DFA Australia believes good Financial Advisors actually play […]