insurance

• new year financial checklist

  12 Jan 2012 | 0 Comments | ipac money mentors

  Let’s face it, we have worked hard right through the year and now is the time to reflect on what we have achieved, where we want to go and what we need to get there.
  ipac

• Paul Clitheroe - reducing business risk

  5 Dec 2011 | ipac Paul Clitheroe , investments , Paul Clitheroe , my weekly view

  There are two million businesses in Australia and 96 per cent of these are small, family run operations. For the people involved, these ventures are often an excellent investment – one that funds family life, pays the home loan and forms the basis of retirement savings.
  Paul Clitheroe

• issues with real property in self-managed superannuation funds (SMSFs)

  24 May 2011 | 0 Comments | ipac money mentors

  While real property may be a good long-term investment, it is a ‘lumpy’ and illiquid asset. This can lead to investment concentration issues and liquidity problems when the property is the fund’s major asset.
  Colin Lewis

• managing the risk of stroke

  13 Apr 2011 | 0 Comments | reflections , health

  Stroke is Australia’s second biggest killer after heart disease and our leading cause of disability, with 60,000 Australian suffering from it each year. Luckily, according to the National Stroke Foundation, there are some things we can do lower the risk of stroke, or if it occurs to spot the early signs so we can get help fast.
  reflections

• power of attorney

  14 Mar 2011 | 0 Comments | ipac money mentors , protection

  Giving your power of attorney to someone is a major step. It means giving them the right to make financial and other decisions for you if you are not able to do so.
  ipac