Meet Mary – MB+M/OzPlan Wealth Creation Team member

The MB+M/OzPlan team would like to introduce you to meet Mary – MB+M/OzPlan Wealth Creation Team member. The team comprises twelve dedicated professionals to look after clients, and prospective clients, to discuss & advise on their Financial Wellbeing, and subsequently manage their investment portfolio needs.

COVID-19 Superannuation Changes To Pensions

Do you draw a pension from your Superannuation Fund? If your answer is yes, for yourself or someone close to you, watch this short four minute video by our very own Bree Hanslow explaining the coming changes. Did you know that your Pension payments will reduce by 50% automatically from 1st July, 2020 unless you take action?

Accelerate your Retirement Plans!

For investors in equities, or considering purchasing equities, the current environment of massive market swings is creating much angst. What is ahead of us? Do we head to the safety of property, cash or even gold? Share market timing is hard.

In this article we attempt to provide some answers, insights and some very credible advice from Shane Oliver, Chief Economist and Head of Investment Strategy at AMP.

Dealing With Farm Succession & Its Challenges

Farm succession always a challenge.

In this Insight, Anthony Pearson CA talks about dealing with farm transition and is possible. There are lots of things to consider, including:

* When to start?
* What the issues to discuss?
* Can we do it?
* Just to name a few

Anthony takes you through the process, as well as the issues above

When is your investment a failure?

Bree Hanslow – Financial Planner discusses her personal experience with the decision over what investment, and the consequences of her decision

Powers of Attorney – Guardianship Issues

MB+M is always looking to partner with other professionals who have the expertise to ensure we are meeting our clients’ needs.  Irongroup is one of those that we work with, along with other legal firms to ensure we match the client need with the expertise required.  Below is their recent article outlining some great scenarios … Continue reading “Powers of Attorney – Guardianship Issues”