Awareness

Blog

Welcome to our blog page, your go-to resource for valuable insights on financial planning. Here, we share expert tips, strategies, and the latest trends to help you make informed financial decisions. Whether you're just starting out or looking to refine your knowledge, our content is designed to empower you on your journey to financial success.

The Tangible and Intangible benefits of Doctors Dealing with a Financial Adviser

In today’s complex financial landscape, partnering with a financial adviser can be a game-changer for doctors looking to secure their financial well-being. While the tangible benefits, such as return on investment, are often highlighted, the intangible advantages play a crucial role in ensuring long-term financial success.

Cameron Aldus

Jul 13 min read

Debunking Life Insurance Myths in Australia

Navigating the world of life insurance can be challenging, especially with the myths and misconceptions that cloud our judgement. Understanding the reality behind these myths is crucial to making informed decisions about your financial security.

Steven Roberts

Jun 164 min read

Money Management Strategies for the New Financial Year

As we step into the new financial year, it’s the perfect time to reflect on our financial habits and set the stage for smarter money management.

Cameron Aldus

Jun 23 min read

Understanding Level Insurance Premiums: A Shift in View

In the ever-evolving landscape of life insurance, many policies have undergone significant changes that could impact your financial planning. One of the most notable shifts has been in level life insurance premiums, which have recently been rebranded as "variable" premiums, due to increases applied by insurers.

Steven Roberts

May 153 min read

10 Things To Keep In Mind This Tax Season

It's that time of the year- time to do your taxes! We have jotted down 10 things that will make it easy for you to navigate the times ahead.

Cameron Aldus

May 14 min read

Achieve Higher Success For Your Claims With An Adviser

Regarding the claims process, a financial adviser can help you understand the overall process, deliver advice, and ensure you are making the right decisions in a timely and consistent manner for the best chance at success.

Steven Roberts

Apr 153 min read

The Crypto Landscape: An Ongoing Debate

It is true that cryptocurrency uncovers a completely new asset class. It is seemingly exciting. New. Global. But, is cryptocurrency secure?

Cameron Aldus

Apr 13 min read

Life Insurance and Doctors: The Benefits of a Pro-Active Relationship

You implemented a personal insurance policy 5-10 years ago, the premiums have been steadily rising and you're unsure if the cover

Steven Roberts

Mar 173 min read

Unlock Your First Home: The First Home Super Saver Scheme

Saving enough money for a deposit can be one of the biggest challenges for first home buyers. To help you get into your own home sooner, you

Cameron Aldus

Mar 13 min read

Why Insurance Is Critical To Great Business Succession Planning

In September we covered all the nitty-gritty of business succession planning and why it is important for your business – small, medium or...

Steven Roberts

Feb 154 min read

Nurturing A ‘Palette’ For Art

There is so much to buying and enjoying art. More than just enjoy its visual appeal, you can make art a sustainable and rewarding quest too.

Cameron Aldus

Feb 34 min read

TPD Insurance In Australia: What You Need To Know

A Total and Permanent Disability (TPD) cover is a financial safety net if and when a serious accident, injury or illness disrupts your life.

Steven Roberts

Jan 154 min read

Financial Predictions For 2025 That Make It A Great Year!

2025 marks the second half of the decade. It is a continuation of the good things that were started as well as a beginning

Cameron Aldus

Jan 13 min read

Does Your Practice Need Key Person Insurance?

What would happen if one of the key people in your practice were to pass away, become terminally ill or be absent for an indefinite period?

Steven Roberts

Dec 16, 20244 min read

5 Pillars Of Successful Retirement Planning

Despite the obvious benefits of retirement planning, only 44% of Australians over the age of 40 years are actually prepared.

Cameron Aldus

Dec 2, 20244 min read

Trauma Cover & Income Protection: Do You Really Need Both?

Trauma cover and/or income protection? The differences may be subtle for a lay person, but there are certain and lasting implications to...

Steven Roberts

Nov 15, 20244 min read

Super-check: A Complete Review Checklist For Your Super

It can be a little hard to know what to make of your super statement. Here’s a complete review checklist that will help you browse it and...

Cameron Aldus

Oct 1, 20243 min read

London’s Bills of Mortality

In 16th & 17th century London, under the cloud of bubonic plague, came the "Bill of Mortality", now a source of great interest and mirth.

Steven Roberts

Sep 16, 20244 min read

Why Business Succession Planning Makes Sound Business Sense

It is important to be able to protect your business and ensure its continuity, look after the welfare of your staff & employees as well as..

Steven Roberts

Sep 2, 20243 min read

An Insurance Cover That Fits Your Lifestyle

Insurance deserves more attention from us. Yes, it needs to be affordable, but more importantly, it needs to be comprehensive.

Steven Roberts

Sep 2, 20244 min read