Category: Insurance

How to spot and Avoid Investment Scams – A practical Guide

25/07/2024 4 Minute Read

In the complex world of finance, even the most astute people can fall victim to deceptive schemes. Recently, I learned of a relative who, despite their success in business, was...

5 simple techniques to reduce your tax

11/05/2022 3 Minute Read

A detailed discussion of strategies including salary packaging, CGT, and deductions that can be used to minimise personal taxation. A detailed discussion of strategies including salary packaging, CGT, and deductions...

The Queens Gambit. The rules of the game don’t change

01/02/2021 5 Minute Read

If you recently watched The Queen's Gambit, you may feel the lure of giving chess a crack, playing a game, and testing your abilities. But when you do for the...

Christmas Hangover?

14/03/2020 2 Minute Read

So for most of us, Christmas is fast becoming a distant memory. But for others still getting the monthly reminder in the form of a credit card statement, it might...

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...

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...

Reduce stress to cut your heart attack risk

04/10/2017 1 Minute Read

A new study links stress with heart disease, but there are easy ways to stay healthy and protect your heart. Stress is part of modern life but a new study...

Surf Coast Times Editorial

13/04/2017 2 Minute Read

This busy Easter weekend, see's my first foray into the local paper. Rather than rehash the article in this post, I have attached the link to the article for your...

The Financial Planning Industry is Lucrative… or at Least it Was!

04/01/2017 4 Minute Read

A lot goes on at your Initial meeting with a Financial Adviser. In essence, they will work with you to identify both your short and long-term objectives, then assess if...

Not all Personal Insurance is Created Equal

12/12/2016 5 Minute Read

Not all Superannuation funds are created equal either, and Financial Planners… Well they are certainly not created equal. But these are stories for different posts. When I talk to people...

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.