life insurance

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Q. What to expect when you have a Financial Planner conducting a Financial Planning review?

Q: I have used a Financial Planner for advice and [...]

By |2019-11-08T17:26:28+11:00November 8th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. What to expect when you have a Financial Planner conducting a Financial Planning review?

Q. Hybrid Investment vs Term Deposits: with interest rates available on term deposits now offering less than 2%, should I consider taking up the offer?

Q. I have received an offer to buy CommBank PERLS [...]

By |2019-10-15T09:47:59+11:00October 14th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. Hybrid Investment vs Term Deposits: with interest rates available on term deposits now offering less than 2%, should I consider taking up the offer?

Q. With Term deposit rates falling to a ridiculous level, we have to think of alternate investment for our term deposit money.  What should we do?

Q: We are self-funded retirees and rely on returns from [...]

By |2019-10-14T14:13:29+11:00October 14th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. With Term deposit rates falling to a ridiculous level, we have to think of alternate investment for our term deposit money.  What should we do?

Q. My daughter is looking to buy a car, where would you recommend she invest her savings?

Q: My daughter is looking to buy a car when [...]

By |2019-09-26T16:14:17+10:00September 26th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. My daughter is looking to buy a car, where would you recommend she invest her savings?

Q. Can you please guide me on what financial documents I should keep and what I can cull?

Q: In the spirit of Marie Kondo, I am looking [...]

By |2019-09-26T15:53:13+10:00September 26th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. Can you please guide me on what financial documents I should keep and what I can cull?

Q. Binding Death Benefit Nomination versus Reversionary Beneficiary: What’s the difference?

Q: I am 65 and married. I have a Superannuation [...]

By |2019-09-06T17:04:22+10:00September 6th, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. Binding Death Benefit Nomination versus Reversionary Beneficiary: What’s the difference?

Q. Why does it need to be a binding nomination?

Q: My wife and I have just redone our Wills [...]

By |2019-04-30T10:06:56+10:00April 1st, 2019|Blog, Financial Advice, Financial Planning, Media Articles, Q&A Andrew Heaven, Superannuation|Comments Off on Q. Why does it need to be a binding nomination?

Q. Insurance Bonds: The advantages and tax implication for investors

Q: I would like to put aside an amount of [...]

By |2019-04-30T10:08:02+10:00March 22nd, 2019|Blog, Media Articles, Q&A Andrew Heaven, Superannuation|Comments Off on Q. Insurance Bonds: The advantages and tax implication for investors

Q. What are the advantages of owning insurance inside Super?

Q. What are the advantages of owning insurance inside Super? [...]

By |2019-09-04T09:42:28+10:00February 25th, 2019|Blog, Media Articles, Q&A Andrew Heaven, Superannuation|Comments Off on Q. What are the advantages of owning insurance inside Super?