While most of us are aware of the importance of making a Will, there are other estateissues that may not be so obvious and can have dramatic consequences on family security. It’s not just the wealthy – all families need to plan for financial, legal, medical and child care decision making to ensure their wishes are carried out accurately.
Read MoreWhen it comes to super savings, women in Australia are likely to have significantly less than men. The average Australian woman retires with around half the balance of the average man. This is because women (still!) earn less than men for equivalent jobs and they’re more likely to have a career break to raise children.
Read MoreIn an age of information overload and pervasive social media it seems everyone has an opinion they want to share. Being able to discriminate between what is useful and what is fanciful is increasingly important – especially when it comes to financial issues.
Read MoreI am grateful for the recognition by esteemed peers for my achievements in financial planning. I won INNOVATOR OF THE YEAR award and the OVERALL IFA EXCELLENCE award on the 7th of September 2018 at the Australian independent financial advice (IFA) awards evening.
Read MoreIn early July I received a lovely surprise email! I had been nominated for Goals Based Adviser of the Year! This is part of the INDEPENDENT FINANCIAL ADVISERS (IFA) EXCELLENCE AWARDS 2018
Read MoreI am thrilled to inform you that Matrix Planning Solutions has been selected as the 2018 CoreData/Professional Planner Best of the Best Overall Licensee Award Winner.
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