Financial Planning

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Q: I am an investor in the Magellan Global Fund and received an offer to purchase additional units in the fund at a discount. Should I consider this?

Q: I am an investor in the Magellan Global Fund [...]

By |2021-01-29T11:40:34+11:00January 29th, 2021|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I am an investor in the Magellan Global Fund and received an offer to purchase additional units in the fund at a discount. Should I consider this?

Q: I have been told the government has a reverse mortgage facility that is available to older Australians. My wife is and I are both 76 years old and our home is worth about $1.2 million.

Q: I have been told the government has a reverse [...]

By |2020-12-15T09:34:54+11:00December 11th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I have been told the government has a reverse mortgage facility that is available to older Australians. My wife is and I are both 76 years old and our home is worth about $1.2 million.

Q: As retirees, how can we invest for income when interest rates are so low?

Q: As retirees, how can we invest for income when [...]

By |2020-12-15T09:35:06+11:00December 11th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: As retirees, how can we invest for income when interest rates are so low?

Q: My elderly widowed mother has been diagnosed with early-stage Dementia. Are we able to act on her behalf without having an Enduring Power of Attorney in place?

Q: My elderly widowed mother will need to move to [...]

By |2020-12-04T12:10:05+11:00December 4th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: My elderly widowed mother has been diagnosed with early-stage Dementia. Are we able to act on her behalf without having an Enduring Power of Attorney in place?

Q: How much income we need to live on in retirement? What is a reasonable benchmark?

Q: My wife and I are in our late 50s [...]

By |2020-12-04T12:10:19+11:00November 27th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: How much income we need to live on in retirement? What is a reasonable benchmark?

Q: I am looking to borrow to invest.  Can you give me feedback on the NAB Equity Builder loan facility?

Q: I am looking to borrow to invest.  Can you [...]

By |2020-12-04T12:10:39+11:00November 13th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I am looking to borrow to invest.  Can you give me feedback on the NAB Equity Builder loan facility?

Q: Now that the US elections are finished, it seems like it might be a good time to borrow to invest.  What are your thoughts on gearing?

Q: Now that the US elections are finished, it seems [...]

By |2020-12-04T12:10:47+11:00November 13th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Now that the US elections are finished, it seems like it might be a good time to borrow to invest.  What are your thoughts on gearing?

Q: I am preparing my Income tax return and I have distributions from ETF in the financial year. Will I receive a tax statement for the Financial Year?

Q: I am preparing my Income tax return and I [...]

By |2020-07-17T16:16:52+10:00July 17th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I am preparing my Income tax return and I have distributions from ETF in the financial year. Will I receive a tax statement for the Financial Year?

Q: Could you please explain how the First Home Loan Deposit scheme operates and what is the eligibility criteria?

Q: Could you please explain how the First Home Loan [...]

By |2020-06-12T13:53:33+10:00June 12th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Could you please explain how the First Home Loan Deposit scheme operates and what is the eligibility criteria?

Q: Could you please explain how the recently announced Federal Government Homebuilder grant program will operate and the eligibility criteria.

Q: We are looking to undertake renovations on our house [...]

By |2020-06-12T13:53:16+10:00June 12th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Could you please explain how the recently announced Federal Government Homebuilder grant program will operate and the eligibility criteria.