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  • By Jamie Ardern / July 26, 2016
    Reading Time: 11 minutes

    In our opinion, trauma insurance is one of the most important insurance contracts that our clients should have. Over the past 4 years we have had several trauma insurance claims ranging from a $180,000 partial claim to $1,000,000. This has prompted me to write the following article on Trauma Insurance and the logical approach to how much cover is enough cover. Thankfully we have never had a trauma insurance claim not paid.

  • By Jamie Ardern / July 26, 2016
    Reading Time: < 1 minute

    Self-managed superannuation (SMSF) trustees, who are more likely to be receiving financial advice than non-trustees, are more confident they will meet their retirement needs compared to non-trustees, according to research.

  • By Jamie Ardern / July 26, 2016
    Reading Time: 4 minutes

    Let’s explain why marriage should prompt you to re-visit your estate planning.  

    Marriage should be an immediate trigger to review clients’ estate planning.

    Given that many people get married later in life, and marriages often involve children from previous relationships, estate planning issues around this can be particularly complex.

  • By Jamie Ardern / July 5, 2016
    Reading Time: 5 minutes

    You are permitted to invest in Residential and Commercial Property in superannuation but only in an SMSF. In relation to investing in Property for your SMSF, there are very specific rules and Regulations that must be adhered to and we strongly suggest that you familiarise yourself with them when contemplating purchasing Property for your SMSF.

  • By Jamie Ardern / February 24, 2016
    Reading Time: 3 minutes

    A Will isn’t always the way

    You would have heard the saying: “where there’s a will, there’s a way”.

    This statement is usually used to encourage people who are losing enthusiasm for a task or goal.

    But it also reflects the way many people feel about estate planning. They think that so long as you have a Will, you have a way to ensure your wealth is passed correctly to your loved ones.

    But this is not necessarily the case.

  • By Jamie Ardern / February 24, 2016
    Reading Time: 2 minutes

    20 July 2016 by Malavika Santhebennur

    Direct life insurance policies are substantially more expensive than retail policies on average, according to research by a life insurance comparison website.

  • By Jamie Ardern / February 17, 2016
    Reading Time: < 1 minute

    Owning Shares Made Easy
    Privilege Managed Accounts let you own direct shares without all the usual administration. They come with the added benefits of being professionally managed, cost effective and can also provide access to investments not normally readily available to individual investors.