Month: November 2017

Lifetime of commission for one bit of advice

23/11/2017 4 Minute Read

There is no such thing as a free lunch... especially in finance... and especially when you're being told that it's provided "... at no cost to you." This is just...

Budget for a very merry Christmas

20/11/2017 Budgeting

Budget for a very merry Christmas A bit of planning and forethought may help take the financial stress out of Christmas. Christmas is a happy time of year that brings...

Key-person insurance

13/11/2017 1 Minute Read

Key-person insurance: Protection for your business How would your organisation cope if something happened to a key person? Unexpected events can play havoc not only with people’s lives but also with...

General Advice Warning

The information contained in the ‘Surf Coast Wealth Management’ Blog page, including any information in relation to taxation, is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person.

You should refrain from doing anything in reliance on this information without first obtaining suitable professional advice. You should also consider the appropriate Product Disclosure Statement (PDS) before making any decision to acquire a product.