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Showing Tag: "security" (Show all posts)

Creating a Tax Effective Retirement

Posted by Naomi Rosenthal on Tuesday, March 18, 2014, In : Superannuation 
This post first featured as a guest blog at shebusiness.com

Why would you ever stop doing what you love?

As a business owner, "retiring" is probably the last thing on your mind. You have the usual pressures of being self-employed :- cash flow constraints, time management and profit margins. However, to ensure you reach your goals, in business and in life, thinking about your eventual retirement is critical otherwise what ultimately is the point of all this effort?

Here are 5 great ways you c...


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Budget Booster - Protecting your most precious assets

Posted by Naomi Rosenthal on Wednesday, January 29, 2014, In : Life Insurance 
It’s second nature to any parent – protect our children at any cost. Despite our best efforts, they are still vulnerable to illness or injury. It’s not an easy question to ask yourself but what would happen if your child suffered a serious illness or accident?

[click here] to read how you can protect your family from the financial consequences of a serious illness or injury.
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How to "Benefit to Age 65"

Posted by Naomi Rosenthal on Wednesday, November 13, 2013, In : Life Insurance 
We encourage our clients (particularly the younger ones) to take a “benefit period to age 65” for their Income Protection policy. But what does this actually mean?

While this is common vernacular, it is actually a little misleading, as generally a policy will only pay until the policy expiry date, which may be age 65 or it may be the policy anniversary prior to or after age 65.

Some years ago, we had arranged for a client to receive an Income Protection claim. After years of abuse to hi...


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How Long Will You Live?

Posted by Naomi Rosenthal on Wednesday, November 13, 2013, In : Financial Planning 

A few people I talk to say to me "I'm not planning to live that long" when considering the average life expectancy.

Most people tend to underestimate just how long they'll live. The average life expectancy has increased substantially in recent years and if you're 65 today, it's likely you'll be alive well in your 90s.

The problem is, it's just an average.

To have confidence your money will last the distance you will need a substantial amount of savings.  Retirement can be more expensive th...


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"Family Benefits" Offer

Posted by Naomi Rosenthal on Thursday, September 22, 2011, In : Life Insurance 

There’s you. There’s your partner. Your children. Perhaps their children, or not yet if you have a young family. There’s your parents. There’s your siblings. Your second family from your third marriage. And the list can go on. The inter-connectedness of you and others and the dynamic nature of your financial affairs is a tree with many branches.
As a younger parent, you’re likely concerned about your children’s welfare and what would happen if you were no longer around or too sick ...


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In the News

Posted by Naomi Rosenthal on Thursday, September 22, 2011, In : General 
Naomi was recently nominated for the AFA's Female Exellence in Advice Award, with the winner being announced at their Annual Conference on 25th October. We hope you enjoy reading this article from last week's North Shore Times. [Click here]

This Award recognises professional excellence and outstanding work in addressing the particular issues faced by many women in
achieving financial security now and in the future.
“We operate a ‘family’ focused business, specialising in helping families a...
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Daffodil Day [August 26th 2011]. Supporting Cancer Research.

Posted by Naomi Rosenthal on Wednesday, August 24, 2011, In : Life Insurance 

I love Daffodils. They are bright and cheerful and always make me smile. They’re like a little ray of sunshine (on a cloudy day)! Here’s a picture of one I made out of paper this week. [I'll even auction it to the highest bidder, donating the funds to the Cancer Council. Send your bid price to info@tudorinvest.com.au by close of business Wed 31st August 2011.]

This year, Australia celebrates 25 years of support with Daffodil Day on 26th August. This fund raising event provides for th...


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