wealth management

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Q: Can you please explain to me why there is so much difference in the performance of Superannuation funds when I look at comparison tables?

Q: Can you please explain to me why there is [...]

By |2020-04-09T16:09:25+10:00April 9th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Can you please explain to me why there is so much difference in the performance of Superannuation funds when I look at comparison tables?

Q: I have my Superannuation invested with Hostplus in the Balanced option.  I am considering switching into a more conservative fund. Their website says I should seek advice. Thoughts?

Q: I have my Superannuation invested with Hostplus in the [...]

By |2020-04-09T16:08:37+10:00April 9th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: I have my Superannuation invested with Hostplus in the Balanced option.  I am considering switching into a more conservative fund. Their website says I should seek advice. Thoughts?

Q: With Term deposit rates falling to a ridiculous level, what are the alternate investment for our term deposit money?

Q: As self-funded retirees, we rely on returns from shares [...]

By |2020-01-24T16:25:33+11:00January 24th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: With Term deposit rates falling to a ridiculous level, what are the alternate investment for our term deposit money?

Q:I have been told that the government has a reverse mortgage facility that is available to Age Pension recipients. Is this correct?

Q. We are struggling to meet our daily living expenses [...]

By |2020-01-24T16:19:09+11:00January 24th, 2020|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q:I have been told that the government has a reverse mortgage facility that is available to Age Pension recipients. Is this correct?

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?

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. What is an Investment Risk Profile and what are the things to consider in choosing a long term investment for your allocated pension in retirement?

Q. What is an investment risk profile and what should [...]

By |2019-11-01T10:32:06+11:00November 1st, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q. What is an Investment Risk Profile and what are the things to consider in choosing a long term investment for your allocated pension in retirement?

Q: Can you explain how Centrelink assess my income and assets in determining my entitlement to the Aged Pension?

Q: Can you explain how Centrelink assess my income and [...]

By |2019-10-21T14:08:28+11:00October 21st, 2019|Blog, Media Articles, Q&A Andrew Heaven|Comments Off on Q: Can you explain how Centrelink assess my income and assets in determining my entitlement to the Aged Pension?