The Future of Robotics

The world is set to look drastically different ten years from now. The coming of the second machine age is quickly bringing massive changes along with it. Much of our current workforce will be exposed to various levels of intervention and /or replacement by high level artificial intelligence (AI) systems.

Investors are continuing to develop an interest in robotics. Flows into robotics ETFs and actively managed open-end funds have accelerated significantly over the last 12 months, from an estimated $5 billion to $9 billion over this period, according to Bank of America Merrill Lynch.

Jenni AndersonSeptember 25, 2017

Dangers of Group Insurance

"Today, I want to talk about the most ignored and, arguably, most vital piece of your financial security puzzle: risk insurance. The good news is you probably have it even if you don't realise it. But it's downhill from there."

Source

Belinda FrazerAugust 24, 2017

We're Moving! New Office Location

We are pleased to inform you that we will be moving offices effective 4th of September 2017.

Our new address will be Suite 2, 681 Burke Road, Camberwell. It is situated just two blocks south of our present home. There’s a map below for your reference.

Belinda FrazerAugust 8, 2017

Financial Planning or Financial Guidance: What's the Difference?

What’s the difference between planning and advice or guidance? There are advisors who are planners and planners who act as advisors. There are some who are only providing planning for a fee, and some who are doing only the advisory work – leaving the planning piece for the investor to navigate.

As you decide what’s right for you, there are a few things to understand about planning and guidance.

Belinda FrazerAugust 1, 2017

Make my retirement funds last the distance

Australians are living longer and if you hang up your work boots at, say, age 65 and live to age 90, you need to plan for the possibility of a quarter of a century in retirement. That’s a wonderful thought! But will your money last the distance?

Should you be salary sacrificing?

Does your employer offer salary packaging? Do you know people who are using the facility and seem to be in a better financial position because of it?

Everyone’s personal situation is different and we can help establish if salary packaging is the right option for you. To give you some insight into the benefits and considerations;