Retirement Archives

Budget Planning Retirement Uncategorized

How Much is Enough?

The story goes that the managing director of Rolls Royce, when asked by a motoring journalist what the power output from the latest engine was replied with "Enough". This elegant reply in my mind speaks volumes for the confidence he…

adminMarch 13, 2017

Business Estate Planning Retirement Superannuation Uncategorized

My Business Is My Super – Isn’t It?

When we commit all of our resources, family, financial and emotional to our business, there had better be a reward at the end which we and those dearest to us can enjoy. As business owners there are rewards in just…

adminSeptember 20, 2016

Business Planning Retirement Uncategorized

Are you making the right choices in small business?

The "control freak" in most business owners ,is probably why we are in business for ourselves in the first place. As a small business owner myself for more than 30 years, I have first hand experience of the ups and…

adminSeptember 9, 2016

Advice Retirement Superannuation Uncategorized

Do You Really Need That Self-Managed Superannuation Fund?

At some time, many of us will consider whether or not to have a self-managed superannuation fund (SMSF). Whilst SMSF’s can be a useful structure, they are not for everyone, and there are some commonly held myths about them, which…

adminNovember 3, 2015

Advice Business Estate Planning Families Investments Property Retirement Superannuation Young People

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…

adminOctober 21, 2015

Retirement Uncategorized

The Aged Care Minefield

My wife and I have both had the unfortunate situation in the last year or so of having to arrange aged care for a parent. We found this to be not only an emotional situation, worrying about the future well…

adminOctober 7, 2015

Retirement Superannuation Uncategorized

Illawarra Redundancies – I didn’t think it would happen to me!

Many of our clients, colleagues, friends and acquaintances are impacted by the recent announcement of additional job losses at Port Kembla Steelworks. For some the news comes as no surprise but for many, it’s a case of, “I didn’t think…

adminAugust 25, 2015

Retirement Superannuation

What exactly is superannuation?

I don’t know how many times I have had people say to me “Superannuation is a lousy investment” or “I don’t believe in Superannuation”. Statements like these come about because the person making them doesn’t really understand what superannuation is.…

Paul WrightOctober 7, 2014

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