Video: Retirement planning checklist By Terri Bradford, 14 March 2019, 1:30 PM Five things to consider when planning for retirement. If you plan well, you can reap the rewards.
The major issues facing retirees By Terri Bradford, 12 February 2019, 2:25 PM Understand the issues retirees face and how you can minimise the risks
Investment Diversification: The importance of asset allocation By Terri Bradford, 29 January 2019, 1:03 PM Diversification is a fundamental principle of wise investment and is a key element of your ability to reduce risk while achieving suitable returns
How to determine your investment objectives By Terri Bradford, 15 January 2019, 11:30 AM The seven questions you should ask yourself
Dissecting Total Super Balance By Terri Bradford, 10 December 2018, 2:07 PM An individual's Total Superannuation Balance (TSB) is the new measure for valuing an individual's total superannuation interests
Downsizing incentives for seniors By Terri Bradford, 27 November 2018, 10:35 AM We look at the Seniors Downsizing legislation and the guidelines for superannuation contributions older Australians can make using proceeds from the sale of a family home.
Super-sizing your SMSF By Terri Bradford, 20 August 2018, 9:05 AM Examining the advantages and disadvantages of increasing the number of members in your self managed super fund
2018 Federal Budget Review By Terri Bradford, 10 May 2018, 1:42 PM I outline what this Budget means from a wealth management perspective
Video: Asset Allocation By Terri Bradford, 24 April 2018, 3:20 PM Do you hold shares, property and cash within your portfolio? Do you know the mix or allocation of those assets? I detail why asset allocation is an integral part of any investment strategy.