by Jason Fleming | Jun 24, 2025 | Uncategorized
https://www.zurich.com.au/latest-news/magazine/types-of-life-insurance Hello Fellow Investors Investors take risk, that’s part of the investing. But being ready for risk, that means having insurances. This article from Zurich in 2022 does a good job explaining Life,...
by Jason Fleming | Jun 24, 2025 | Uncategorized
Hello Fellow Investors Shane does an excellent job outlining the uncertainty of the current market and the likelihood of a recession. He highlights the uncertainty due to Trump’s focus on tariffs, driven by his belief that other countries are “ripping...
by Jason Fleming | May 23, 2022 | Resources, Retirement Planning
According to Vanguard (2022), the next 20 to 30 years will see the biggest intergenerational wealth handover in history, predominantly between “baby boomers” and their children. This includes the transfer of family homes, investment properties, superannuation...
by Jason Fleming | May 23, 2022 | Resources, Retirement Planning
At our Brisbane financial planner firm, one of the most rewarding aspects of our role is to help clients to achieve their retirement goals. This may include retiring two, five or maybe even ten years early. If you are looking at receiving the Aged Pension (subject...
by Jason Fleming | May 23, 2022 | Resources, Retirement Planning
We work with our clients to reduce their reliance on the Commonwealth Government Aged Pension as much as possible. That said we look after the full spectrum with some clients receiving the full aged pension from aged 67 (or 66 years and 6 months for those born prior...
