by Partners Planning | Aug 6, 2018 | Blog
Next time a friendly bank staff insists on helping you with your money, consider this: 75% of the advice given to customers wasn’t in the clients best interests. This startling figure comes from a recent review of the financial advice offered from the big four banks...
by Partners Planning | Sep 1, 2017 | Blog, Featured
A step-by-step guide for Parents who are acting as Guarantors With today’s property prices, first home ownership is becoming harder and harder to achieve. Too often, we’re finding that parents want to help their children achieve their home ownership dreams, but are...
by Partners Planning | Sep 1, 2017 | Blog, Featured
Buying Life Insurance is no easy task. It raises a lot of uncertain questions that leave us wondering what we need to do to make it easier for our loved ones should anything unexpected occur. Here are the four most common mistakes that people make when buying life...
by Partners Planning | Sep 1, 2017 | Blog, Featured
With a Royal Commission into the finance industry just around the corner, it’s important now, more than ever, to obtain accurate financial advice. We’ve created a list of go-to questions to ask before partnering with a financial planner. Traditionally, the local Bank...
by Paul Pellegrino | Dec 2, 2014 | Blog
Can my Superannuation pay for insurance? A Super Way To Insure An essential part of every financial plan is having personal insurance. But it’s also important to make sure you purchase it in a tax-effective way. Benefit From Up-Front Tax Concessions If you buy...
by Paul Pellegrino | Dec 2, 2014 | Blog
Smart Strategies For Families With Young Children The arrival of a new child can present a whole range of financial challenges. Not only does the household income usually drop, costs generally go up. However, there are several Government benefits available to families...
