Posted in Superannuation

One of my Total Service Clients is assessing commercial premises to purchase, which they will use for their own business. This will be their first commercial property, so they have requested I assist them with their research. I have been co-ordinating with the client and several real estate agents, including obtaining detailed property research reports for various properties (free of charge, as they are a Total Service Client), to assist the client assess if the property is suitable fo...

It is difficult to convey the actual value of dealing with a Financial Planner or Adviser. I consider myself a Comprehensive Financial Planner, which means that I act as an advocate for my clients in all of their financial dealings. Even that explanation may be difficult for a new client to understand what value I can be to them, so I decided to complete a weekly BLOG of some of the tasks I undertake for my clients on a weekly basis. If you are considering using me as your Financial Pl...

It is difficult to convey the actual value of dealing with a Financial Planner or Adviser. I consider myself a Comprehensive Financial Planner, which means that I act as an advocate for my clients in all of their financial dealings. Even that explanation may be difficult for a new client to understand what value I can be to them, so I decided to complete a weekly BLOG of some of the tasks I undertake for my clients on a weekly basis. If you are considering using me as your Financial Pl...

One of the advantages of having Life Insurances included in your Qsuper Superannuation fund was that you are automatically accepted (up to a certain amount). If you couldn't obtain cover direct with a Life Insurer, at least you still had some Life Insurance in your Super. I've just researched Qsuper's latest Life Insurance Benefit Guides (for a comprehensive Financial Plan I am preparing for a client), which confirms that whilst Qsuper automatically provides Death cover...