Entries by Chris

Golf Day Rundown – 2017

The Total Wealth Management $10,000 hole in one tournament supporting Team J & J to raise funds for the Leukaemia Foundation has been ‘run and won’. Unfortunately no one aced the par 3, 10th hole with the nearest shot from Ian McNabb who was only 4’ away. Ian won a dinner for two donated by […]

Advice for 20 year olds and Investing

AMP have put together a great article where they have asked a number of leading investment advisers what advice they would give to their 20 year old self. Well worth a read. Please click on this link, Investing If you have any questions please give our office a call, having a mentor to help you move […]

What Value do you Put on Planning for Retirement?

We often come across people who know they should be thinking about the future, but are caught up in day-to-day life and not planning for retirement. They cannot see beyond the present and into the future and as such find it hard to comprehend what the future may hold. Have you ever wondered why it […]

Financing your asset purchases

For most businesses, the decision for financing your asset purchases is very clear cut as it boils down to a choice between a lease or a chattel mortgage. There are, however many businesses who may find a short term rental contract the best option available. For businesses that may not qualify for traditional bank lending or have […]

Health Insurance in a Word: OUCH!

Health insurance premiums will go up – again – on April 1st, between five and six percent according to estimates. OUCH! That’s a big hit to budgets and inevitably leads many people to ask: what am I paying for, have I got the right cover, and can I find a cheaper or better policy? All […]

Banking on your misguided loyality

If you have been banking with your current lender for more then 10 years, then it may be that you have a dose of misguided loyalty to that lender, and they love it! In a recent Canstar Blue consumer survey it was revealed that 75% of respondents were satisfied with the customer service at their […]