Posts by Gerard Haskew
Worry-Free Retirement
Time to take action for a worry-free retirement. As another year draws to a close we reflect on the events and changes we have seen and how life seems to pass by more quickly every year. For those of us approaching or in retirement, it’s a great time to take stock of your situation and…
Read MoreEnd of year checklist
It’s that time of year when thoughts turn to relaxing with family and friends and perhaps getting away from it all. Now is also a great time to reflect on the changes to your situation over the last 12 months and ask yourself – does your financial plan need tweaking or updating?
Read MoreWhen the market doesn't matter
A goals-based investment approach isn’t focused on ‘beating the market’. It’s about tailoring your investments to meet your personal goals. Performance comparisons are unavoidable in the investment world. Every day you see investment managers measuring their success by how much they’ve outperformed the market, or their peers, over a given time period. The problem with…
Read MoreProperty and super
Beware the pitfalls Recent years have seen a rush of investors buying property through super. But while the strategy has its advantages, there are also some potential risks to be aware of. The pitfalls While property has been a good performer in recent years, property investing still involves a number of risks. Some hidden costs…
Read MoreShot with Ian Thorpe
It was great to get a shot with Ian Thorpe OAM at the AFA National Conference in Canberra. Together with other members of the AFA Community, over $70,000 was raised to support selected conference charity partners menslink, ReachOut, Women’s Housing, Black Dog Institute, and MS Research Australia. Our donation went to ReachOut. In addition, the AFA announced support of…
Read MoreSupercharge your portfolios return
How dividends can supercharge a portfolios return As we are in a low interest rate environment at the moment it can be quite lucrative to understand and utilise the benefit of franked dividends, particularly within the superannuation environment. How does it work? Listed companies that have paid tax at the company tax rate of 30%…
Read MoreMarket Highlights – October 2016
Central banks continued to support investor sentiment Share markets moved higher as bond yields remained low The US Federal Reserve (Fed) kept rates unchanged in September Markets in a see-saw At the start of the month share markets were weighed down by concerns that central banks may be withdrawing stimulus with bond yields increasing and…
Read MoreIncome Protection Claim Paid
One of our valued clients, Jodie, recently suffered an injury to her shoulder on a weekend when she was at home with her family. The broken shoulder forced her to take 30 days off work to seek medical treatment and begin the road to recovery. As Jodie is the primary income earner for the family and had…
Read MoreProstate Cancer Claim Paid
Tim, a long term client of Leading Advice had had his trauma insurance with Asteron in place since 2008. Running his own business in driving he never thought he would end up with Prostate Cancer that would require surgery to stop the spread of cancerous cells. As part of his annual review we identified a potential claim…
Read MoreThe Risks Facing Retirees
When it comes to retiring, there are a number of risks that retirees face that are specific to the retirement life stage. Unfortunately the risk that retirees may face in retirement is not just financial. They can be associated with longevity, investments, health and loss of loved ones. The financial risks faced by retirees, discussed…
Read More