Posts Tagged:best financial planner in wollongong

Freedom Of Choice

We recently had the opportunity to meet with Bob and Carol, who came to see us to explore what their situation would look like if they were to sell their home and move into an independent living unit in a local retirement village. Photo by Jens Lelie on Unsplash They really felt they were in a position where…

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Winding Up a Self-Managed Super Fund

I am often asked, “What Do I Need To Do to Close the (choose your expletive) Down?). This is not a complicated process, though those with a vested interest (think those who set it up in the first place) may try to convince you that it is. Your self-managed superannuation fund may be a guaranteed…

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On The Value of Advice – It’s A Funny Old World

I first met Keith (name changed to protect the guilty) about 5 years ago. He had recently moved to the area and was working part-time in a local retail outlet. His wife also worked full time in retail, but in a former life they had operated a small business interstate for some years. Keith’s attitude…

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What Do I Do? Sometimes

Sometimes I am an investment consultant Sometimes I am a shoulder to cry on Sometimes I am a tax expert Sometimes I am a marriage counsellor Sometimes I am an insurance consultant Sometimes I stand between you and doing something stupid Sometimes I am a superannuation expert Sometimes I am a dream catcher Sometimes I…

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