Articles

Real Life Story: Phil – Income Protection
REAL LIFE STORY Who is Phil? Phil is a 48 year old, self-employed plumber from Perth. He has a wife and two teenage children. What happened to Phil? As a plumber, Phil has worked in some quite hazardous worksites during his career. Four years ago, Phil slipped while on the job and suffered a nasty […]

Cloud Accounting: Bring your business into the new world
If you have been in business long enough to remember Ledgers for your incoming and outgoing invoices/payments, then you may or may not have moved across to the Cloud Computing arena. Your accountant would probably already have covered this off with you (or should have at least), to give you the opportunity to save time […]

Tax Time – Getting your deductions right
At this time of year, we hear lots of questions about what can be claimed and what can’t. We aren’t accountants, but work with many of them helping protect clients businesses and income. So, for questions on tax, we thought we would go straight to the source…The Tax Office! See below for deduction you may […]

Real Life Story: Jay’s Story – Income Protection
Real Life Story of Jay and his income protection claim with TAL that helped him and his family through a very difficult time. Speak with a broker today who can help you with any questions on Income Protection with a range of insurers. [contact-form-7 id=”651″ title=”Contact form 1″]

Punch in the Depreciation
If you have invested in property in the past which has cost you to hold that property, then this year’s budget may not have been very good news for you. After Tuesday night’s budget, those taxpayers have far less scope to reduce their tax bill using net rental losses on an investment property. There will […]

Real Life Story: Sean – Trauma Insurance
REAL LIFE STORY Who is Sean? Sean is a 51 year old systems analyst and married to Simone. They have two daughters both in high school. What happened to Sean? Sean’s busy work schedule meant he didn’t watch his diet or exercise regularly, resulting in him putting on weight the last few years. One day […]

Real Life Story – Laura – Income Protection
REAL LIFE STORY: Who is Laura? Laura is a 27 year old dentist who recently used all of her savings to purchase her first property. What happened to Laura? While holidaying in Japan, Laura was diagnosed with a brain tumour. Laura’s treatment has included two surgeries, radiotherapy and chemotherapy. The good news is that Laura […]

Broken Clock?
There is a saying that ‘even a broken clock is right twice a day’. It’s not right on purpose, but it’s still right. Buying life insurance and income protection from a direct insurer is like a broken clock. They are right, but it depends at what time of your life you are buying it. Direct […]

Insurance for women
Women’s life insurance and income protection is generally something that is left aside in the overall wealth protection plans. As women tend to change their career and duties more than men, it’s important to identify when is the appropriate time for a women to enquire about life insurance, income protection. Keyperson insurance for women is […]

Are women worth less than men?
New research has found that less than 40% of Women have any form of life insurance. BT recently released research* that found 89% of women were at least jointly responsible for making major financial decisions for their households, but lagged behind in their understanding of life insurance. According to the Index, only 37% of women […]