by melissa | Sep 10, 2019 | Be debt free, Buy an investment property, Care for others, Financial independence, Home and family, Protect my lifestyle, Retire Right
Overview and outlook – Global markets Recession risk continues to increase, and the actions of the US President are not helping. Escalating the trade war through further increases to tariffs and sledging of his own Central Bank are causing concerns in markets...
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 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...
by melissa | Oct 7, 2018 | Protect my lifestyle
Optimism vs reality It’s great to be optimistic about your future. But you should also have a healthy dose of reality as well – which is where life insurance comes in. So why is it that when it comes to our health, safety or wellbeing we are...
by melissa | Oct 7, 2018 | Protect my lifestyle, Retire Right
Ensure that your superannuation passes to your intended beneficiaries SMSFs are an increasingly popular form of retirement fund, and one of the fastest growing retirement funds. They offer a high level of flexibility and allow members a wider range of investment...
by melissa | Oct 6, 2018 | Protect my lifestyle
Insurance that provides an income when you cant work We put together this video a couple of years ago, but it is still really relevant today. It’s the story of clients of Milestone who took out Income Protection Insurance based on Rob’s advice. Unfortunately they had...