Entries by Fil-Battisti

Shift to Shares

Over the last couple of years, a lot of Australians have been wary of risk when investing and have invested in cash or term deposits. But the latest figures show that shares have outperformed cash and property, so is it time to think about different investment options?   The Reserve Bank of Australia has reduced […]

Helping children buy a home while protecting parent’s interests

  As reported in the media at the end of January, Cate Blanchett and her husband recently bought a waterfront investment property for nearly $2 million, apparently as an investment for their three sons.     This is indicative of the trend of parents wanting to help their children get a start in life, particularly […]

Importance of Insurance

As well as safeguarding your family’s financial future, insurance can lessen the financial blow of an unexpected tragedy.       Level vs stepped premiums The choice of stepped or level premiums can have a large impact on the affordability of insurance over your lifetime. While stepped premiums are usually lower in the early years, […]

Time to reflect

Ready or not, the end of the year is fast approaching and now is the perfect time to start thinking about the year ahead.       In particular, this time of the year presents a great opportunity to meet with us to review your financial strategies and goals.   Many people use the Christmas/ […]