Count Secures Godfrey Pembroke and IOOF Firms

Count Financial has again emerged as a factor in the migration of MLC advisers to IOOF and the retention of advisers working under IOOF licenses. Count Financial has picked up three new firms which previously worked under MLC and IOOF licenses, including Godfrey Pembroke. The firms are Sydney-based Plan Protect...

What Timing!

I thought I would share with you my personal experience over the last few months. Once our children married and left home, we realised our home of 37 years was too big, and we started to think about downsizing.  It’s a 4 bedroom, comfortable home with a pool on a...

Super Funds

Creating your investment portfolio by making contributions to a superannuation fund can be one of the most effective ways to save for your retirement. What is a superannuation fund? A superannuation fund is a long-term investment which is designed to help you to save money during your working life to...

Contributing to Super

Superannuation is arguably the most tax-effective way to save for your retirement, as contributions and withdrawals are taxed at a concessional rate. But with so much jargon about the different methods of contribution limits and restrictions, it can be hard to know what's best for you. We have put together...

Investing in Retirement

Should your approach change once you’ve actually retired? You’ve worked hard throughout your life to save for your retirement – with goals of maximising your super savings through careful investment choices and strategies to build your wealth. But once you retire and start drawing down on your investments, those goals...

Make Your Money Last a Lifetime

For anyone who was ever paid fortnightly or monthly, the need to budget to ensure you had enough money to see you through until the next payday was essential. In many ways, a retirement income can be similar, albeit within a much longer timeframe. Research shows that the biggest spending...

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