by Ben Maw | Nov 23, 2021 | General, Insurance, Planning
With the end of the year on the horizon, we are all likely looking forward to a bit of down time with our family and friends. This can also be the time of year when people reassess many areas of their life, including their finances. With this in mind, if you are...
by Ben Maw | Aug 27, 2021 | General, Investment, Market Update
After the great returns of last financial year, the 2021/22 year has begun strongly. However, as reports of potential headwinds for the market are appearing in the news, I wanted to touch base with a reminder of the power of taking the long view.Short-term market...
by Ben Maw | Jul 23, 2021 | General, Insurance, Market Update, Superannuation
Welcome to July 2020, I mean, 2021! With a sense of déjà vu, and like most in the Greater Sydney area, I am currently locked down and working remotely. If you are currently living under lockdown conditions, I hope you are handling it all okay. If the current...
by Ben Maw | Apr 8, 2021 | General, Investment, Market Update
A Bond is simply defined as a loan made by an investor to a borrower, where a person who invests in a bond is a debt holder and the issuer of the bond makes a promise to the investor to pay a pre-determined interest rate (bond yield), for a set period (term of...
by Ben Maw | Jun 12, 2020 | Superannuation
There have recently been some significant changes to superannuation rules, so as the end of financial year approaches, now is a good time to see if any of these changes may be applicable to you. Below are a few bullet points outlining the main end of financial year...