Our valued clients kicked off the festive season at the Money Tree Christmas Party held at the Terrigal Hotel last night. The party was a great success as we enjoyed a lovely meal, drinks and a lots of laughs. It was great to catch up with everyone and special thanks to those clients who travelled…Details
As part of our commitment to providing up to date information for our clients’, Money Tree regularly hosts functions. These events can simply be a catch up after a busy year for some Christmas drinks or can be a more formal event with presentations from renowned speakers to provide an update on the constantly changing financial planning environment.
For clients who are receiving the Aged Pension or Disability Support Pension this seminar provided up to date information on Income and Assets tests and changes to Centrelink payments effective from 1 January 2017. In addition, we presented on Aged Care which provided insight into understanding the complexities and costs associated with the Aged Care…Details
Markets have become volatile and are testing the patience of many investors. Kajanga Kulatunga, a Portfolio Specialist discussed what is important for us here in Australia and more importantly, why we need to make good investment decisions no matter what the market does. Katie Whiffen, a Portfolio Specialist for Retirement Solutions presented on portfolio construction…Details