If you are considering income protection insurance you should act now and implement your new policy before October 1, 2021 while current substantial offerings are still available.
Principal Adviser, Matthew Lane, from Wealth Fundamentals is the winner of the prestigious ‘Excellence in Advice’ Award presented at the 2016 Fortnum Financial Advisers Awards held in July .
Over the past couple of days, there have been extreme movements in share markets both domestically and internationally. There has been a lot of press coverage on the markets and we thought it was timely and necessary to communicate with you our views on the situation.
Just because you reach retirement age, it doesn’t mean you should give up work immediately. Seek advice and carefully consider the timing of your retirement so you can make the most of tax efficiencies and other entitlements.