 We’re pleased to announce that Jessie McCormack and Yannick Fitzsimmons will be hosting a presentation at The Oasis Townsville on Wednesday 25th of October 2023 from 5:00pm – 6:30pm. They will be focusing on non-serving partners and families of veterans; current serving or transitioned.
 Experience shows that decluttering can have a remarkable influence on our lives. Come and join Jessie from Evergreen Financial Advisers and Kylie from The Spacious Life for an insightful collaborative event centered around the synergy of physical and financial decluttering.
 No, you don’t is the simple answer. A portion of your super (employer benefit) will remain with Military Superannuation and Benefits Scheme (MSBS) until at least age 55 (from age 55 you have the option to draw down on this amount as a pension). The other portion of your super (member and ancillary) can be rolled over into any registered superannuation fund of your choice.
 During the early stages of the pandemic the Australian Government created a program with the early release of Australian’s superannuation to help cope with the demands of the pandemic.
 A study has found that the number of retirees who still possess superannuation funds at the end of their life has been grossly overestimated.
 The ATO recently created a comparison tool to help members understand how their superannuation fund is performing. You can access this tool by clicking here. As with any comparison tool, it does not take into account your personal circumstances, future goals or risk tolerance.
 No one has achieved financial freedom with a January resolution that’s abandoned by February!
 The benefit of an experienced financial adviser is their ability to assist you in living a comfortable, stress-free life. A financial adviser can help you to protect your income, reduce your debt and take full advantage of all the products suitable to your situation.
 We want you to feel as comfortable and confident as possible when reaching out for advice. Whether you have met with a financial adviser previously, or if this is your first time, we welcome you to give us a call today, book an appointment and have a chat with our qualified and experienced financial adviser; Roshan.
 When comparing cars do you simply compare brands or specific car models? This is the thought that entered my mind as I read the never-ending stream of media articles regarding the recently published Australian Prudential Regulation Authority’s (APRA) report on comparing superannuation funds. Without understanding the facts, comparisons are generally too broad. First and foremost, if you are a client of us then the report is of no concern to you.
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