Imagine a medical practice owned by four GP’s. They each have a significant financial stake in the practice and rely on its income for their livelihoods. They are concerned about the impact of a worst case scenario involving accident or illness on themselves and their spouses. Therefore they seek advice on Buy-Sell insurance as follows: […]
Read MoreMeeting with Al Gore & David Blood of Generation IM
This week I had the privilege of meeting with two inspirational leaders who are influential in both climate action and sustainable investment, Al Gore and David Blood of Generation Investment Management. We discussed a range of pressing issues regarding climate and the need for sustainable investment. Al was disparaging of fossil fuel company tactics “The […]
Read MoreNuclear…Saviour or Sideshow? Unveiling the True Cost of Climate Solutions
In this discussion with Tom King of Nanuk Asset Management we venture into the heart of the nuclear debate. Nuclear energy is an enigma…on paper, it presents itself as a low-emission ‘knight in shining armour’ solution against climate change. However, as we delve into the details, we confront the stark realities – the main challenges […]
Read MorePreserving Prosperity: The Crucial Role of Superannuation Advice in Estate Planning
The importance of strategic financial planning, particularly in the realm of superannuation, cannot be overstated. If you are keen on leaving a lasting legacy for your adult children, seeking expert advice is paramount. In this article, we delve into the benefits of acquiring superannuation advice, with a specific focus on estate planning. Additionally, we’ll explore […]
Read MoreUnderstanding the ‘Retirement Smile’
The ‘Retirement Smile’ is not about grinning from ear to ear; rather, it symbolizes the fluctuating financial needs that you may experience at different stages of your retirement. This concept divides the retirement phase into three distinct stages – the Early Years, the Middle Years, and the Twilight Years. Understanding the Retirement Smile can empower […]
Read MoreRethinking Retirement: Superannuation Planning Before and After the age of 65
For decades, the age of 65 has been synonymous with retirement. However, based on today’s superannuation rules, clinging to this traditional milestone may not be the most strategic approach. Pre-retirees are discovering that planning for retirement starts before and extends beyond the conventional age markers, thanks to new rules and regulations that offer both challenges […]
Read MoreCharting the Course to Sustainable Property: Andrew Cole of Charter Hall
In this podcast episode for The Green Dream, our focus turns to property. Andrew Cole is Head of ESG at Charter Hall, a prominent Australian property group that is once again highly rated 2023 Global Real Estate Benchmark (GRESB) rankings. GRESB is widely considered to be the leading ESG assessment for real estate, providing a […]
Read MoreGESB launches Sustainable Balanced Investment Plan: How does it stack up?
Over a decade after GESB closed their ethical option*, GESB is finally now offering members a dedicated ethical fund, the Sustainable Balanced Investment Plan. This fund was made available to members of GESB Super, West State Super and Retirement Income Allocated Pension members on September 27, 2023. Finally GESB clients can invest in an ethical […]
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