How to optimise your retirement savings and retire richer.
Preparation can go a long way in ensuring you’re emotionally and financially ready for the road ahead.
How to optimise your retirement savings and retire richer. Read Post »
2021 Federal Budget Highlights
Greater flexibility for older Australians to boost superannuation, continued support for small business, and extra help for struggling homebuyers are key drivers in the Federal Government’s 2021 Budget, designed to steer Australia away from a pandemic recession.
Super Success for Women
There are some simple steps women can take to boost their retirement savings and offset spending less time in the workforce and earning less than men.
Why You Need a COVID-19 Financial Plan
“A good plan or strategy makes a huge difference as to how you’ll be able to adapt during tough times,” says Jim Farrell, Senior Financial Adviser at Soundbridge. “Aside from putting you in the best position for financial success in the post-pandemic world, it also ensures that you’re prepared for the next crisis or economic downturn, whenever that may be.”
10 tips to prepare for retirement
Looking forward to an enjoyable retirement? Check out our top 10 tips to make sure you’re on track.
Advisers’ benefit goes beyond financial returns
Is financial advice worth the cost? The answer is a resounding “yes” as research shows that the value of Advisers’ benefits goes beyond financial returns.
Estate Planning Essentials: Who Needs a Will?
“I can’t stress enough the importance of preparing a well-constructed Estate Plan” – wise words from Andrew Morris, Business Advice Manager at Soundbridge. Read on to find out why your Estate Plan is so important.
Spotting signs of trouble in a retirement portfolio
“Retirement planning can be complex, and sometimes even the most obvious risks to a portfolio are more common than you may think,” says Barry Lucas, Financial Adviser at Soundbridge’s Mackay branch. “In these challenging financial times, it’s worth taking a closer look at your portfolio to make sure everything is on track.”
Spotting signs of trouble in a retirement portfolio Read Post »
Meet the Team: Richard Newton
Meet our Financial Adviser and Aged Care Specialist, Richard Newton, who works out of our Rockhampton Office. Listen to Richard’s
Why you need a Will
It’s now more important than ever to have an estate plan so you can make sure your family and loved ones are looked after should you become ill or die.
Your estate plan is a set of arrangements that sets out what will happen to your assets when you die and/or if you become unable to manage your own affairs. Your Will is just one part of your estate plan.
Meet the Team: Craig Cavanagh
Meet our Gladstone-based Financial Adviser, Craig Cavanagh. Craig shares his perspectives on financial planning in an interview with Penny Farrell, General Manager of Soundbridge.
Aged Care Case Study with Richard Newton
Our Financial Adviser, Richard Newton, who is an Aged Care planning specialist, shares a case study for Seniors’ Week. “I