WHAT?: If we can’t save you money on your mortgage we will give you $400 cash. HOW?: Attend a “Mortgage Review and Rewrite” (“MR&R”) appointment with The Wealth Centre and we will calculate the figures. WHO?: Anyone who has a mortgage with one of the Big 4 banks can apply for the MR&R offer. COST?: [Read more…]
Your $1 Million Draw frequently asked questions
As you will have seen The Wealth Centre recently launched it’s $1 Million Draw. This is where one lucky WA resident has a one in 500 chance of winning $1 Million in December 2016 – and it could be you. Since launching the $1 Million Draw we have received a large number [Read more…]
My employee implores you…
Please note: all names have been changed due to the sensitive nature of the story. Sadly this weekend Lisa, a family member of one of my employees, was seriously injured in a road accident. As a result Lisa will now be off work and in rehab for at least 6 months. The physical injuries [Read more…]
Which one of these WILL you use?
A legally-binding Will or a DIY Will Do you have a WILL at all? If you don’t have a legally-binding Will is it because you say: I don’t want to face my mortality. My ‘affairs’ are straight forward I don’t need a Will. No-one in my family will dispute my wishes – they won’t fight [Read more…]
Bank loses $134,649 in free money
Remember my Baby Boomers are Lazy blog? We explained how the banks were taking an $27.4 million / month of FREE money from Australian families. Here is an case we had this week which proves the point I was making A TWC clients has a $375,000 mortgage over a 30 year term, A TWC broker makes two [Read more…]
New Client Entry into Main Funnel
Responsible = Response-able
Interesting take on the word isn’t it? Responsible = Response-able. We’re all response ABLE to the situations we are in, including the choices we make around our finances. As my dad would say ‘let that sit with you for a while and see where it fits’.
Ask your grandkids for money
A wise colleague gives the following advice to people retiring on a government pension or their employer contribution only Super accounts. “You might as well ask your grand-kids for your pension money as that is who is going to be paying for it” A harsh reality but one the majority of Australians need [Read more…]
Would $589.60/fortnight cover your mortgage?
Could you live on $589.60 / fortnight? The fact of the matter is if you’re unable to work and don’t have Income Protection Insurance (IPI) you’ll have to live off the government’s Disability Support pension of $589.60/fortnight*. * Centrelink will pay a maximum disability support pension of $589.60 (each) per fortnight for couples. Many Australian’s don’t have IPI because they’re [Read more…]
Women will be worst off
Figures released state nearly 50% of the population retiring between 2016 – 2055 will retire poor. They will not have enough to live comfortably. Comfortable retirement equates to $58,000 per year for couples and $43,000 per year for singles. (Figures released for the Association of Superannuation Funds of Australia’s retirement standard) The worst off will [Read more…]
