How Much Money Do I Need in Retirement?

This is one of the most common questions I get asked. There is no definitive answer – everyone is different. Some people are used to living on very little while others have a lavish lifestyle to fund. Once you are no longer working would you prefer to have a set income that increases with inflation … Continue reading How Much Money Do I Need in Retirement?

The Need to Protect You and Your Business

Most small business owners don't just have family members that rely on them but also employees and suppliers as well. In 2010 the Cameron Research Group conducted a survey of the Australian Small Business Market that provided some alarming statistics regarding life insurance. Whilst 100% of Small Business Owners (SBOs) have heard of Life Insurance … Continue reading The Need to Protect You and Your Business

Client Case Study – Young Family

Recently I started working with some new clients, a young couple in their 30’s. Like many couples their age they’ve got a pretty decent size mortgage and two young kids. The youngest child is only 3 months old so for at least the next 2 years they are back to one income. Not surprisingly they … Continue reading Client Case Study – Young Family