If you’ve thought about how much money you need to save so you can retire comfortably, it might feel a little daunting. Maybe so much so, you’d rather not think about it at all. But, according to AMP Technical Strategy Manager John Perri, there are three...
One of our longstanding clients, a professional liability insurance company composed of five member hospitals and healthcare entities that have combined their self-insured assets, was facing multiple challenges related to its investment portfolio and to its administrative obligations. With intimate knowledge of the organization’s goals and...
Whether you breeze through tax time or dread the extra admin, receiving a tax refund makes the effort worthwhile. For many of us, getting a financial boost will be even more welcome this year, and you might be looking around for the best ways to...
Communities in the United States that experienced the most economic distress in the wake of the Great Recession saw a significant increase in death rates from heart disease and strokes among middle-aged people, according to a new multi-institution study. While the death rates remained nearly unchanged...
When it comes to planning for retirement, it’s important to prepare yourself emotionally and financially. If you’re building your retirement plan, here are some things you may want to think about. You may need to fund a longer retirement Australians are living longer so more of us...
Whether retirement is a long way into the distance, or just peeking over the horizon, recent research shows half of us aren’t sure we’ll have enough money to retire when we want, or even how much money we’ll actually need. There’s always been a lot of...
By replacing your home loan with a new one, you could take advantage of a better deal. Even if you secured a competitive package when you first took out your home loan, it’s worth reviewing each yeari to make sure the interest rates, fees, features and terms...
If you’re an investor (or considering becoming one), some essentials are important to know, and of these, few are more important than diversification. Diversification is a way of spreading the risk associated with investments, or more simply, not putting all your eggs into one basket. And...
Finding the right level of insurance cover is important when you’re thinking about retirement. If retirement’s coming up on your horizon, the impact of COVID-19 (coronavirus) may have thrown a warehouse-sized rack of spanners in your planning. It makes sense to concentrate on things you can control,...
Australians are becoming more engaged with their personal finances. It’s fair to say 2020 hasn’t quite panned out the way any of us thought it would. From local bushfires to a global pandemic it’s been a rollercoaster of a ride. But there’s growing evidence that Australians...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.