News
We thought it was a really good time to remind everyone that scammers are increasing their efforts to trick you into providing your personal information for something that looks like a legitimate service or offer.
Over the years, the work test rules have played an important role in determining if older Australians can make certain voluntary superannuation contributions.
The time may come when you need to make financial decisions on behalf of a parent as the Enduring Power of Attorney (EPoA). Is this an honour or a burden?
Few people know about the Pension Loan Scheme (PLS). This factsheet explains what a PLS is, who can access it and how to apply.
A recent scenario from Craig Phillips, Senior Financial Advisor with Phillips Wealth Partners unfolded as we assisted a family to navigate the aged care system, providing solid financial outcomes before moving their loved one into care.
We are very excited to introduce our newest team member Eunice Quilapio.
Learn the steps of how to access home care services through aged care by joining us on a webinar on 3 February at 12PM. Please register for this short, but informative session presented by Luisa Capezio, our aged care advisor at Phillips Wealth Partners.
Insight Investment dealer group share an interesting update on the Market, Economic situation and political landscape.
Every year, scams cost Australians, businesses and the economy
hundreds of millions of dollars and cause emotional harm to
victims and their families. The best way to stay safe is to be aware and learn more about what scams are out there.
Chris Lioutas shares an interesting summary and highlights from the movements this quarter and major changes to some of the key asset areas.
Chris Lioutas from our dealer group summaries the things to take out of 2020; a year where records were broken multiple times, a year where it seemed we had multiple years of events crammed into one, and a year that went both very fast and/or very slow depending on your predicament.
Financial planners, like me from across Australia contribute to Future2 through donations, getting involved in fundraising activities and by nominating organisations for the annual grant program. This is Craig Phillips, Phillips Wealth partners eighth time participating in this event.