by Andrew O'Neil | Jan 1, 2022 | financial planning
Happy New Year 2022. A lot of people make new years resolutions about getting financially organised and find the conviction on New Years eve loses impetus early in January. Why is this so ? Is this something that you notice in your own situation ? The problem is,...
by Andrew O'Neil | Oct 28, 2021 | age pension, aged care, aged care fees, financial planning
The affect your home can have on age pension or aged care fees It is the great Australian dream to own your own home. But how does your home affect your age pension or the aged care fees you can be asked to pay?Eligibility for an age pension and liability to pay aged...
by Andrew O'Neil | Oct 22, 2021 | financial planning
What is the value of advice and using an adviser? Is it higher investment returns, paying less tax, higher Centrelink benefits, low cost investments ? Perhaps it is a smooth transition when your partner dies? Is it knowing that you are always comfortable no matter...
by Andrew O'Neil | Oct 8, 2021 | financial planning
During Financial Planning Week it was good to hear from the FPA Chief Executive Dante De Gori on ABC news breakfast about the impact Covid has had on the reliability of peoples income during the pandemic. This impact has been important to their savings plans and goals...
by Andrew O'Neil | Oct 5, 2021 | financial planning
Financial Planning is a relatively new profession so there is a degree of nervousness amongst consumers about what the process is and how they will benefit. Why does anyone even need to see a financial planner ? This week is Financial Planning week. The intention of...