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Recently, working with some clients, a discussion about investment properties came up. In fact, the conversation actually went like this: Me: “So, what is your current superannuation balance?” Client: “Ummm, we don’t really have any money inside superannuation. Our investment properties are the superannuation for us. We’ve put most of our money into there because […]

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When working with new trade clients on their wealth protection a common theme is the client believes the following two things; “I am already covered if anything should happen to me” “Nothing will happen to me” “She’ll be right” is a very well known Australia saying. I’m not sure who she is but she will […]

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