by LBWCA | Oct 30, 2023 | Financial Planning
Whatever your stage of life, visiting a financial advisor can be a crucial step towards financial freedom and peace of mind. But once you have made the decision – and the appointment – what next? What do you need to prepare for your first meeting? Is the onus all on...
by LBWCA | Sep 24, 2023 | Financial Planning
So, you’re thinking of speaking to a financial advisor? Congratulations! This could be one of the best decisions you make right now for future-you. But what should you expect from a financial advisor? What should they be providing – initially and moving forward? ...
by LBWCA | Nov 20, 2016 | Financial Planning, Knowledge Centre
If you want to repay your mortgage quickly and still have easy access to your additional repayments, an offset account may be worth using. What’s an offset account? An offset account is a transaction account that is linked to your home loan and the money you deposit...
by LBWCA | Nov 8, 2016 | Financial Planning, Knowledge Centre
While as a nation we collectively face a large retirement savings gap, there are a number of smart things you could consider doing to help make sure your future financial security isn’t at risk. The savings gap Most Australians are financially unprepared for...
by LBWCA | Aug 29, 2016 | Financial Planning, Knowledge Centre
Given the financial demands of everyday life, planning your retirement may be a relatively low priority. You may also think that you have plenty of time to plan. But before you put off planning for your retirement any longer, here are some key facts you should...
by LBWCA | Aug 20, 2016 | Financial Planning, Knowledge Centre
Many people wait until their home loan is paid off before investing more in super. However, if you are currently making more than the minimum home loan repayments, you may be better off when you retire if you make additional super contributions instead. Why super?...
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