The potential estate complexities of dying without a will
Having a legally valid will can go a long way to avoiding disputes over the division of your assets. What did the artist Picasso, musicians
Having a legally valid will can go a long way to avoiding disputes over the division of your assets. What did the artist Picasso, musicians
Key takeaways According to the Association of Superannuation Funds of Australia (ASFA), to have a ‘comfortable’ retirement, single people will need $595,000 in retirement savings,
With interest rates likely to fall this year, borrowers could invest some or all of their mortgage repayment savings. Inflation may be coming off its
Key takeaways What to prioritise when managing your family’s finances, such as debt management, establishing an emergency fund, and investment options to deliver financial security.
Financial markets can be like finely tuned racehorses, poised to gallop ahead under ideal conditions but often highly reactive to unexpected events. It’s often said
A pause in super contributions can have long-lasting effects. Here’s how to plan ahead for super breaks. There’s a host of reasons why people take
Memory loss can make it difficult to stay in control of your money. Things like checking bank statements or investments, or paying bills may become
Overview You can access your super early in very limited circumstances, including to pay certain expenses on compassionate grounds, as well as terminal illness, incapacity
Key takeaways If you contribute some of your after-tax income or savings into super, you may be eligible to claim a tax deduction Making a
The latest rise in the Age Pension rate still falls short of what many people may need to have a modest lifestyle in retirement. Around
Planning is the key to successful investing. Creating a plan will help you find investments that fit your investing time frame and risk tolerance, to
As the end of financial year gets closer, some investors are thinking about the most effective ways to boost their super balance, particularly with an
207 Aumuller Street
Cairns, QLD, 4870
Mon - Fri: 8.30am - 5pm
The Financial Services we offer are provided by Advantage Wealth Services Pty Ltd As Trustee for Advantage Wealth Services Trust ACN 099 234 992, ABN 81 779 428 980, trading as Advantage Wealth Services.
Adrian Garrone and Benjamin Filip
Advantage Wealth Services Pty Ltd Trading As Advantage Wealth Services
Authorised Representatives : Consultum Financial Advisers Pty Ltd ABN 65 006 373 995 AFSL 230323
Offices at :Level 6, 161 Collins Street, Melbourne VIC 3000
GENERAL ADVICE WARNING:
Any advice on this site is general nature only and has not been tailored to your personal objectives, financial situation and needs. Please seek personal advice prior to acting on this information. Any advice on this website has been prepared without taking account of your objectives, financial situation or needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your objectives, financial situation or needs.