Financial Services Blog

LOOKING FOR A SUPER ALTERNATIVE?

Changes to superannuation rules threaten to limit the effectiveness of the retirement income product to the point where retirees might need to consider other investments if they’re to enjoy their golden years. Are Investment Bonds the answer?

LOOKING FOR A SUPER ALTERNATIVE?

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Apply for the KeyInvest Funeral Bond Online

Financial Advisers can now apply for the KeyInvest Funeral Bond online.

Apply for the KeyInvest Funeral Bond Online

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Your Household Inflation Rate. Drought or Flood?

We hear a lot about inflation being very low at the moment, just 1.00% in fact for the year to 30 June 2016 but have you thought about what your household’s inflation rate is?

Your Household Inflation Rate. Drought or Flood?

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Rush on KeyInvest Funeral Bonds

Rush on KeyInvest Funeral Bonds as clients look to cushion blow of pension changes

Rush on KeyInvest Funeral Bonds

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Rethinking client strategies

Legislative changes will mean that advisers need to re-assess the way they structure a client’s retirement portfolio. Advisers need the back up of more dynamic strategy support to stay ahead of the changes. Investors are expected to look beyond super to fund their retirement and this will affect the strategies that advisers utilise for their clients to deliver a customised solution based on the more complex and specific situation of their clients.

Rethinking client strategies

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How changes in Age Pension may affect you

If you are over, or close to the age of 65, it is important to understand the changes to the age pension asset test that come into force from 1 January 2017. These changes are significant and may affect the amount of pension you receive. While a small number of pensioners will be better off, some could be worse of by as much as $9,000 per annum.

How changes in Age Pension may affect you

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Birthdays, Cake and Funerals

A friend of mine turned 60 recently and according to the government life tables she may have another 26 birthdays left. That’s decades away. No need to think about dying yet right? I think its time for some more cake.

Birthdays, Cake and Funerals

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