Entries by Digilari

Managing your pension in volatile markets

Sinead Rafferty, Portfolio Specialist, MLC The severe falls in global share markets in late 2018, after almost a decade of strong market returns, led many investors to ask whether it was too risky to stay invested in the share market during their retirement. If they did stay invested, should they move to a strategy with […]

Navigating redundancy: make it work for you

Redundancy unfortunately affects more and more Australians. With the right approach and professional advice, however, it could open up opportunities and work in your favour. Even though redundancies are often part of business, being told your role is redundant can throw your plans into disarray and leave you feeling blindsided. The key is not to […]

Estate planning: what your will doesn’t cover

Most of us think of estate planning as simply writing a will. However, ensuring your assets are distributed according to your exact wishes after you pass away can be more complicated than that. Having an up-to-date will is an essential part of the estate-planning process. Some assets automatically form part of your estate when you […]

Plan ahead for the aged care you want, for your parents

Helping parents make the transition into supported living can be challenging, but forward planning and open communication can help everyone. Here are some things to consider together. There are good reasons to start discussing aged care options with your parents well before they’re needed. Your parents’ circumstances could change quickly and assistance in or outside […]

5 ways to take control of your money

Five ways to take control of your money, grow your wealth and start enjoying financial peace of mind. It can seem daunting, but you’ll definitely feel the benefit once you’re ‘the boss’ of your own finances. It’s all about getting better at managing your spending and identifying opportunities to grow your wealth. Add in the […]

10 habits of highly successful homebuyers

Ready to take the leap into home ownership? It’s worth doing your homework first. Buying your own home can be overwhelming – hardly surprising given it represents one of life’s biggest investments. Our buying tips aim to make the whole process a little less daunting – while ensuring you’re thoroughly prepared. 10 things to consider […]

Stay covered with your insurance in super

Nobody plans to have a serious accident or illness. But if it happens, you may be able to make an insurance claim through the insurance in your super. Here is a summary of the main types of insurance cover available in super, why it can be worth having and what you should do to make […]

Coming into an inheritance: key considerations

The death of a parent can be a hugely distressing time. It may also mean coming into an inheritance. Working out what to do with an inheritance isn’t always straightforward, so here are some tips on how to approach it.  Receiving a financial windfall isn’t always an occasion for celebration. If it comes in the […]

Newsletter – 12th Apr 2019

Dear Sir/Madam, This year is passing us by too quickly and Easter is upon us again! Last Friday, the TWM staff had their annual flu shots, as there are no sick days allowed in this office!! Rod would like to recommend to any of clients to go see Phuong from Priceline Pharmacy at Riverlink for […]