Does the value of the Aussie dollar affect you? 

You might think that only importers and exporters pay attention to the value of the Aussie dollar, but movements in the exchange rate affect us all.

After peaking at US$0.81 in January 2018, the Australian dollar fell as l...

Act now to stay covered.

The Federal government has recently introduced changes in legislation so that ALL superannuation policy holders who have not made a contribution into their super fund in the past 16 months will be required to ‘OPT-IN’ to keep their existing insu...

You've probably heard about the Royal Commission into the financial services sector recently. There's been a heap of noise around it and how it impacts you.The entire industry has taken a reputational beating; which is disappointing to the large majority of good advise...

The COMPULSORY insurance policy you didn’t know you needed!

Have you ever used a babysitter, housesitter, nanny, gardener, in-home carer or handyman?

Have you ever thought what would happen if they injured themselves in and around your home?

Most people assume their home...

The Top 5 Myths of Insurance

(and how not to get caught in the hype)

#1 Myth – “Life insurance companies do not pay claims!”

This is probably the biggest life insurance myth and is not based on any evidence! Life insurance companies pay in excess of 97% of all claims mad...

"Aren’t I already covered through my super fund?"           

Naturally, you don’t want to pay too much now for something that you may not need until years in the future. This is especially the case when many people have super accounts which...

What to look for BEFORE you sign the insurance dotted line!

One thing that I find myself talking about to my clients lately is what’s the difference between having a Financial Planner sort out my insurance vs just going online to get it done. So I thought it was time fo...

Season’s Greetings!

Our office will be closed from Saturday 23rd December 2017 until Monday 8th January 2018. We wish you a safe and happy Christmas and prosperous New Year!

From Brad, Jess, Nikki, Vanessa and Lachy.

New technology gives Investment Zone the edge

Our new di...