Good insurance advice helps in your time of need

From

A good Financial Adviser will devise a strategy that will protect you when you need help. Personal insurances recommended correctly will protect your most valuable asset – you and your

continue reading

Thinking of making a sea change or tree change?

From

Thinking of making a sea change or tree change? The rules have changed … for the better! COVID-19 has shown many Australians that the way we work, live and play

continue reading

Costly self-managed super funds? Are they right for me?

From

It has been a heated month in self-managed super fund (SMSF) land. The Australian Securities and Investment Commission (ASIC) started the ball rolling with a fact sheet that stated SMSF

continue reading

Andrew Zbik announces new planning business

From

Former long-time Omniwealth adviser, Andrew Zbik, has commenced his own practice under the Advocate Advisory AFSL. He is now a Senior Financial Adviser at CreationWealth, based in Sydney. Andrew’s financial

continue reading

When to sell an investment property?

From

Omniwealth’s Property Sale Series starts with the question: When to sell an investment property? The first study looks at paying down home debt. There are times when you should listen

continue reading

How much do you need to retire comfortably?

From

Three quick questions: Why do you work? How long will you work for? How much do you need to retire? Did you answer “I don’t know” to questions two and

continue reading

If you can’t answer these questions, you don’t have a financial plan!

From

Apparently eight out 10 Australians don’t get any formal financial advice. Earlier this year ASIC found that while 44 per cent of Australians said they have a short-term financial plan

continue reading

Getting your SMSF compliance right

From

Self-managed superannuation funds (SMSFs) now account for the management of almost one-third of all superannuation in Australia. They have become popular with many Australians over the last decade as an

continue reading

More options to contribute to your superannuation

From

Over the last 10 years, the ability of Australians to contribute more to superannuation has reduced. Superannuation is a great system which has led to Australia having the fourth largest

continue reading

Do you have life insurance but no income protection insurance? You’re crazy

From

No one likes to pay for insurance, let alone personal insurance. Who wants to think about the consequences if they die, become injured or fall ill and cannot work? Here

continue reading