I worked closely with Lawrence for 4 ½ years until his tragic passing in January 2016. During this time, I observed how he managed his own finances and advised our clients. Here are three lessons we can learn from Lawrence. 1. Invest in yourself. Lawrence invested in...
Melbourne is in the grip of tennis fever with the Australian Open starting this week. I am a massive fan and look forward to this fortnight all year. In years gone by, the professionals used to hit the ball very flat and low over the net....
The Government announced that there is going to be a Royal Commission into banks, financial services, and superannuation. This is going to cost you the taxpayer $75 million and will be concluded in a 12 month period. I prefer call it a Royal Witch Hunt. It is going to be an enormous waste...
I was honoured to receive the Future 2 Community Services Award at the Financial Planning Association (FPA) conference in late November. The following appeared in Professional Planner website and an article will appear in the next FPA newsletter which I will share in due course Reuben Zelwer,...
In the last couple of weeks, Commonwealth Bank have refunded millions of dollars of insurance premiums...
One of the positive superannuation changes coming into effect from 1 July 2017 is your ability to claim a tax deduction for personal contributions to superannuation, regardless of your employment arrangements. Under the current rules, if you earn more than 10% of you total income in...