How we work with barefoot investors
With the explosion in popularity of the book “The Barefoot Investor” by Scott Pape, we are seeing a number of people coming to us that have read the […]
Tag: Superannuation
Why ranking super funds on performance doesn’t make a whole lot of sense
Throughout my career in financial services, I have regularly been asked what the best super fund is. This question came out a lot when I used to work […]
Case study- single professional woman, finalising her divorce
Given that the case study series has been so popular over the last few months, we thought we would make them a permanent fixture to our blog. We […]
How can I buy a house with my super fund?
Your super fund is YOUR money. So many people don’t understand or take responsibility for their super fund until later in life when they think it actually […]
Case study- business owners preparing for retirement
Welcome back to the CASE STUDY Series. This week we are going to talk about the special requirements for business owners who are preparing for retirement. Trudy and […]