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Aged Care: Final Summary

Author: Andrew Wem, Wealth Adviser & Lending Specialist This is the final article in a series of Aged Care emails we have produced over recent months. By planning ahead and visiting a few care facilities in your area or close to where your support is, you can take comfort in the thought that if you [...]

By | December 12th, 2017|Categories: Blog|Tags: , , , , , , , , , , , , , , , , , , , , , , , |Comments Off on Aged Care: Final Summary

Estate Planning: What can you do now and why this is so important

Author: Andrew Wem, Wealth Adviser & Lending Specialist As we get older, it becomes more important than ever to have your assets structured correctly. This does not only ensure that they are protected and preserved for you and your loved ones but also prevents potential issues and costs associated with your assets in the future. [...]

By | November 27th, 2017|Categories: Blog|Tags: , , , , , , , , , , , , , , , , , , , , , |Comments Off on Estate Planning: What can you do now and why this is so important

Aged Care: It’s All About Cash Flow

Author: Andrew Wem, Wealth Adviser & Lending Specialist As life expectancy in Australia increases, the need for a comprehensive Aged Care has become more important. One of the most important matters that need to be addressed when discussing Aged Care is ensuring an effective cash flow that will support you or your loved one. Effective [...]

By | October 19th, 2017|Categories: Blog|Tags: , , , , , , , , , , , , , , , , , |Comments Off on Aged Care: It’s All About Cash Flow

Alex Gassner writes …

We recently communicated to you asking you to join us in congratulating Alex Gassner, who has recently fully transitioned into the role of Wealth Adviser. Alex is not new to Navwealth having joined our team back in January 2013 as a Research and Technical Analyst where he helped to develop comprehensive strategies for clients. His [...]

By | July 29th, 2015|Categories: Blog|Tags: |0 Comments

30 June is coming soon!

With the end of the financial year fast approaching, NOW is the time to consider your financial and taxation circumstances before 30 June. In other words, have a look at how the financial year has transpired and consider any strategies that may warrant action before it ends. The following contains information that where applicable to [...]

By | June 22nd, 2015|Categories: Accounting|Tags: , |0 Comments