Q&A Andrew Heaven

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Q: My wife and I need to update our Wills. What happens if I don’t have an Enduring Power of Attorney in place?

Q: My wife and I need to update our Wills, [...]

By |2020-01-21T10:49:12+11:00January 17th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: My wife and I need to update our Wills. What happens if I don’t have an Enduring Power of Attorney in place?

Q: My partner and I have just moved in together and we are wondering what is the best way of managing our collective finances?

Q. My partner and I just moved in and we're [...]

By |2019-12-13T12:23:20+11:00December 13th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: My partner and I have just moved in together and we are wondering what is the best way of managing our collective finances?

Q. What is a Dividend Reinvestment Plan (DRP) and how does it work?

Q: What is a Dividend Reinvestment Plan (DRP) and how [...]

By |2019-12-06T10:58:27+11:00December 6th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. What is a Dividend Reinvestment Plan (DRP) and how does it work?

Q. I previously owned shares from Coles Myer and that gave me a discount on grocery purchases. Are there any listed companies that offer the same benefits?

Q: I previously owned shares in Coles Myer that gave [...]

By |2019-12-06T10:58:47+11:00December 6th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. I previously owned shares from Coles Myer and that gave me a discount on grocery purchases. Are there any listed companies that offer the same benefits?

Q. My daughter has commenced full-time work and has an outstanding HELP debt from her time at Uni. Should we just pay it off in a lump sum?

Q: My daughter has commenced full-time work and has an [...]

By |2019-11-29T12:40:32+11:00November 29th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. My daughter has commenced full-time work and has an outstanding HELP debt from her time at Uni. Should we just pay it off in a lump sum?

Q. My son is finishing university this year. From a Financial Planning perspective, what should he focus when he starts his career after having a holiday?

Q: My 22 year old son is finishing university this [...]

By |2019-11-29T11:11:42+11:00November 29th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. My son is finishing university this year. From a Financial Planning perspective, what should he focus when he starts his career after having a holiday?

Q. What is an Interest-Only Loan? How do they work, and what are the main advantages or disadvantages?

What is an interest-only loan? An interest-only loan is when [...]

By |2019-11-22T13:58:26+11:00November 22nd, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. What is an Interest-Only Loan? How do they work, and what are the main advantages or disadvantages?

Q. My wife and I retired and we are looking to sell our home and put some of the proceeds into our Super. How does this work?

Q: My wife and I are looking to sell our [...]

By |2019-11-15T17:38:52+11:00November 15th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. My wife and I retired and we are looking to sell our home and put some of the proceeds into our Super. How does this work?

Q. I am retired and just received an inheritance. Can I still invest this into my Super?

Q: I fully retired in May 2019 when I turned [...]

By |2019-11-15T17:10:36+11:00November 15th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. I am retired and just received an inheritance. Can I still invest this into my Super?

Q. Who do I complain to if I am not satisfied with the service and advice I received from my Financial Planner?

Q: I am considering raising a complaint about Financial Planning [...]

By |2019-11-08T17:35:28+11:00November 8th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. Who do I complain to if I am not satisfied with the service and advice I received from my Financial Planner?