News

Some Retirees Might Now Be Eligible

Some Retirees might now be eligible… In addition to Centrelink Age Pension, Disability Support Pension and Carer Payments increasing from 20 March 2022 – maximum Single Pension will be $987.60 p.f., and $1,488.80 p.f. per Couple… …The Asset limit has also increased!   For a couple, the asset limit is now...

Client Satisfaction Survey – RESULTS

INDEPENDENT CLIENT SATISFACTION SURVEY - RESULTS We recently contracted Business Health Pty Ltd (a world class supplier of services to the Financial Services profession) to help us with our client satisfaction survey. We have now received the results from the questionnaire and while the confidential and anonymous nature of the...

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...

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