I had an interesting conversation last week with a business contact, who is also a client. It was around life insurance and the underlying reluctance to reduce his current insured sum. He said to me, “don’t people just always have their life insurance?” In short, the answer is, no, not always.
Dr Peter Gray has been a happy member of the Hewison family for 20 years. Peter enjoys involvement in investment decisions and the peace of mind partnering with an ethical and independent advice team gives him.
It's that time of the year when you need to run your eye over your finances to ensure all is in order before the end of the financial year on 30 June. No more so than if you have a self-managed superannuation fund (SMSF). There is a lot to consider and it can seem overwhelming, this has prompted me to compile a comprehensive checklist to help steer you on the right path.
It is difficult to write about anything other than the circumstances surrounding the current COVID-19 Pandemic, so I won’t try to, however it is important to share the light where possible.
In this episode, Nathan and Glenn discuss what they think is in store for the economy now that restrictions are starting to ease and as businesses slowly start to re-open. Listen to their conversation as they look towards what may happen with shares and property in 2020.