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financial advice

So what exactly is financial planning?

The “if-I-had-a-dollar-every-time-I-was-asked” question. The dictionary response is: noun a person whose job is to manage the personal finances of clients. "he/she hired a financial planner to make sure he/she was doing everything required to retire comfortably and meet his/her family's financial needs" What I tell people is that whatever your ...
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Make the most of the current super caps

Consider John and Jane’s story before new rules limit your super contributions and pension transfer options. John’s aged 65 and Jane is 60—they’re both about to retire. John has super assets totalling $2 million and Jane’s super balance is $300,000. Because neither has made a non-concessional contribution (NCC) recently, the ...
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    7Wealth Credit Guide

    Information contained on this website is of a general nature only. It does not constitute financial or taxation advice. The information does not take into account your objectives, needs and circumstances. We recommend that you obtain investment and taxation advice specific to your investment objectives, financial situation and particular needs before making any investment decision or acting on any of the information contained in this document. Subject to law, Cobalt Advisers Pty Ltd nor their directors, employees or authorised representatives, do not give any representation or warranty as to the reliability, accuracy or completeness of the information; or accepts any responsibility for any person acting, or refraining from acting, on the basis of the information contained in this document.

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