This Valentine's Day, consider carving out 20 minutes for a unique and impactful conversation - delving into your financial future. Instead of dwelling on the past, focus on building a roadmap to achieve the life you both desire. By discussing your financial goals, you can uncover shared aspirations and reverse engineer the steps to make them a reality.
As you revel in the confidence of being in a stellar superannuation fund, the question of when to retire becomes increasingly significant. The age at which you can retire depends on various factors, and understanding these elements is pivotal for making informed decisions about your future.
You may have been deemed eligible or have met the criteria to be offered the ADF continuation bonus. This is an offer for you to complete another 3 years of service and the ADF will offer you $50,000 in return. What does that mean for you and what should you consider from this offer?
Introducing Evergreen's newest feature – the Resource Library! This evolving hub is designed to provide members with essential tools and knowledge.
Embarking on a journey of financial decluttering can yield remarkable results, akin to the transformative effects of decluttering our physical and mental spaces. As a New Year's resolution, consider adopting this practice to not only streamline your financial life but also usher in joy, serenity, confidence, and a more positive outlook.
Our office will be closed from Saturday 23rd December 2023 and will reopen Tuesday 2nd January 2024.
If you are considering salary packaging your home loan, it's crucial to understand the potential benefits and limitations of this financial strategy. Salary packaging, commonly associated with fringe benefits, allows employees to use pre-tax income to cover certain expenses.
If you have an Australian Retirement Trust (ART) superannuation account but haven’t yet set up your Member Online account, we’ve included some helpful information below to assist you in setting up your online access, as well as how to make the most of your Member Online account.
Jessie is passionate about supporting clients in meeting their financial goals. As a qualified Financial Adviser, Jessie plays a crucial role in guiding individuals toward financial success.
Back by popular demand! Roshan and Yannick will be presenting at The Oasis Townsville on Wednesday 8th November 2023 from 5:00pm to 6:30pm. They will be covering important details about DVA and CSC financial entitlements for transitioning veterans and their families.
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