by melissa | Oct 9, 2018 | Financial independence, Retire Right
Preserve or not to preserve We often get clients asking whether they should preserve their defined benefit super (including the CSS, PSSap and Military super scheme members) or not if they have been offered a voluntary redundancy. Should the take a PSS...
by melissa | Oct 9, 2018 | Home and family, Protect my lifestyle
Is the PSSap right for you? If you are in the Public Service, your employer makes generous superannuation contributions on your behalf. So it’s important to make the most of your super to ensure your retirement assets are working hard for you. The PSSap has been the...
by melissa | Oct 9, 2018 | Financial independence, Home and family
Intergenerational wealth transfer In simple terms, estate planning involves passing on assets to your family when you die. It often is a huge issue for all family members concerned. If done well and executed properly, it can make a real difference to the financial...
by melissa | Oct 7, 2018 | Buy an investment property, Financial independence, Retire Right
Create a passive income stream Many people look to traditional income investments like term deposits when they think of a passive income stream. But with falling interest rates it may be more appropriate to look elsewhere for investments that offer an income...
by melissa | Oct 7, 2018 | Protect my lifestyle, Retire Right
Not all invalidity cover is alike! Many of our clients have PSS invalidity and Death cover as part of the inbuilt benefits of the scheme. The PSS is a generous scheme. However, you may not be aware of some shortcomings in the insurance – particularly if you are...
