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Christian Vukman, Principal at JVA Financial Services, has been named as a finalist in the ifa Excellence Awards for Holistic Adviser of the Year. The finalist list, which was announced on 24 August 2021, features over 210 high-achieving financial services professionals across 27 submission-based categories. The ifa Excellence Awards
Financial Planning is all about helping our clients achieve their lifetime goals. I had the pleasure of meeting with some long-term clients – Ian &
When it comes to superannuation, most funds offer a range of investment options. If there’s one thing certain in life it’s change. And generally, your
You’re so close. You were diligent in making additional contributions to your super when it made sense and have saved enough in your fund of
If a reduction in income is on the cards and you’re starting to worry about your cash situation, you’re not alone. Here are some pointers
A fulfilling retirement isn’t just about money, it’s about staying healthy, active and connected So much of preparing for retirement is about the dollars and
The latest Intergenerational Report¹ tells us that Australians aged 65 years and over accounted for 14% of the population – and that figure is rising.
Estate Planning is much more than just creating a Will, Power of Attorney and nominating superannuation beneficiaries. It’s about understanding your needs and those of
Nearly one-fifth of age pensioners travelled abroad last year and the numbers are increasing. As we move into colder temperatures and experience the increased desire
Redundancy brings with it some of your biggest lifestyle decisions. That’s why it’s important to be informed about your entitlements and any potential implications so
Changes to the superannuation regulations take effect on 1 July this year. Before they do, you can make the most of the current rules by
There’s no bad time to seek financial advice. Financial advice is not just about retirement. It’s also about risk, tax, growing your wealth and protecting
What are the key issues you should consider when selling equity in your architectural practice? So you own equity in an architectural practice and have