Dividend Reinvestment Plans (DRPs)

While not offered by all companies, the basic idea behind a Dividend Reinvestment Plan (DRP) is that an investor has the choice of either taking dividends in the form of cash or extra shares to an equivalent amount. Investors should however be aware that the dividend is assessable income regardless of whether they receive it as cash or shares. Read more

Slow and Steady Wins the Retirement Race

Barely a week goes by without some discussion in the press about super and retirement savings. It is clear that many people are under prepared for retirement. Read more

Hervey Bay Residents View Financial Planning as a Sound Investment

On the doorstep of World Heritage listed Fraser Island, Hervey Bay’s sheltered waters, relaxed environment, and reputation as a sought after lifestyle, tourism and retirement destination make it an attractive place to live, offering a great work-life balance. Read more