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Showing posts from December, 2018

Let's Meet and Discuss your Super

A common misconception about income protection insurance is that it’s only for high-earners, but this isn’t the case. In reality, no one can afford to be without this safety net, regardless of the amount of income you earn.

The only things certain in life are death and taxes—or so the famous saying goes. Thankfully, income protection insurance can add a positive guarantee to that list by safeguarding your quality of life, should an unexpected setback strike. 

You can’t predict the future, but you can plan for it Nobody wants to consider an accident or illness impacting their health suddenly, but it’s a very real possibility. As well as changing your lifestyle, an unexpected illness could mean you need to take extended leave from work.

It’s estimated that over 400,000 Australians suffer a heart attack sometime in their lives.i Then there’s over 800,000 people of working age with disability, who were not working in 2015 alone.ii It’s tempting to think that if you lead a healthy lifestyle …

Bye Bye Email Appointment setting.

Say goodbye to the text and email back and forth tag game to find the perfect meeting time.

Your job, your lifestyle, your family circumstance can change quickly.Your super should reflect all your life changes as quickly as you do.
In the new year, make it your resolution to have a check up on your latest super statement + insurances.  
Just tap the Calendly link to book your 1 - hour mining super review with me.
Need a return Uber ex Brisbane CBD? It’s on me.  Just let me know when you make your online Calendly appointment.
The wet season in Queensland normally means December through to February is particularly slow.  
That being the case, why not set aside an hour during your next hitch break to review your latest super statement?  Make a Calendly appointment with me for an online chat, a phone conversation or face to face appointment at our Hamilton Office for a coffee (I make a pretty mean latte)...
During our catch up, we can have a look at your superannuation returns for the year and …

Unlocking the Mystery of your Super Statement

Superannuation statements. Boring, right? But if, like many people, you toss your annual super statement in a drawer or hit delete, you could be depriving yourself of many thousands of dollars just when you need it. It’s worth the small effort to take a closer look at your superannuation statement. If everything is in order, you’ll get a warm glow from watching your nest egg grow. Conversely, a quick check of your statement may reveal some of the common problems that occur with super; and the sooner these are fixed the quicker your savings can increase. What to look for The layouts of statements vary between super funds, but there is standard information that must be provided. Some items may appear in summary form, with a detailed breakdown shown elsewhere. Here are the key things to look for: ·Contributions or funds in. This will cover employer and personal contributions, government contributions and rebates, plus any rollovers. If you’re an employee earning more than $450 per month, yo…