Funds Focus

Closing offers
Closes 30th June 2009

With the end of the tax year fast approaching, we’ve listed some our offers that are closing on the 30th June. Contact us if there are investments you wish to consider that have not been highlighted.Phone lines will remain open this weekend – 1300 559 869

Involuntary Unemployment Insurance
Offer closes 30 June 2009 |Zurich Involuntary Unemployment

Something for nothing
Each month, we look to bring opportunities to our clients that allow them to save money on their investments and finances. I recently spent time with Annette Bran of Zurich discussing what I consider to be a revolutionary product in the market and how we can effectively, offer our clients something for nothing.

Up until now, I’ve always felt that whilst there is a huge need for Australians to insure themselves adequately, insurance companies almost go out of their way

This article focuses on personal insurance, how and what you need to look out for as well as our top tips in looking for an insurance policy.
Dead Money – The cornerstone of good financial planning?
I‘ve advised many clients over the years and the fact remains that whilst the single most important product that anyone can ever buy is insurance, this is one thing that clients don’t have and most often, have not considered. There is a feeling that insurance premiums are ‘dead money’. It