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All Posts By

Tim Ferguson

May 25
0

Our team are gradually transitioning back to the office

By Tim Ferguson | Uncategorized

After eight weeks of all the team work remotely, FB Wealth Management will be making a slow transition back into the office from Tuesday 26 May. Whilst initially staff numbers…

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Mar 27
0

Our team are now working remotely

By Tim Ferguson | Uncategorized

In response to COVID-19 and instructions outlined by the Australian Government, we wanted to let you know that our FB Wealth Management team are now all working remotely. It has…

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Feb 03
0

APRA forcing insurers to change their income protection offering

By Tim Ferguson | Featured, Personal Insurance

The Australian Prudential Regulation Authority (APRA) has launched an intervention into the life insurance market in response to ongoing heavy losses in respect of individual disability income insurance (DII). APRA…

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Dec 11
0

Insurance industry under pressure while premiums rise

By Tim Ferguson | Personal Insurance

Unfortunately, we write this article all too often, advising clients that life insurance premium increases are once again on the horizon. When we think of Life Insurance companies, we generally…

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Nov 28
0

Putting Members’ Interests First (PMIF) – Important to Read

By Tim Ferguson | Personal Insurance

Putting Members’ Interests First (PMIF) law was passed in September 2019 and is likely to affect the children of our clients, and perhaps even a few clients who hold insurance…

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Nov 28
1

Qian Multi-tasking

By Tim Ferguson | Financial Planning

As many of you know, Qian and her husband Larry had their first baby in 2019 – a beautiful little girl named Clara. After a period of maternity leave, Qian…

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Aug 27
0

Insurance cancellation letters

By Tim Ferguson | Personal Insurance

Commencing 1 July 2019, as a result of Government legislation, clients with insurance in superannuation accounts will have their insurance cancelled in the following circumstances: The account hasn’t received a…

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Jun 13
1

Protecting Your Super reforms from 1 July 2019

By Tim Ferguson | Personal Insurance

The first phase of the “Protecting Your Super” legislation comes into effect on 1 July 2019. These reforms are designed to protect Australians’ retirement savings by ensuring their super isn’t…

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Apr 24
0

Insurance held within inactive Superannuation Funds

By Tim Ferguson | Personal Insurance

  The shakeup of insurance policies held within superannuation funds, first signalled in last year’s Federal Budget, has commenced with the passing of elements within the Protecting Your Superannuation Package…

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Jan 21
0

It pays to be insured

By Tim Ferguson | Personal Insurance

During the Royal Commission we received many calls and emails from clients offering their support, which was greatly appreciated. We have a relatively small client base, but it is nevertheless…

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FEATURED POSTS

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    December 3, 2020
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    February 3, 2020

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RECENT POSTS

  • Retirement Income Review

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© FB Wealth Management Pty Ltd

  • New Clients
  • About
    • About
  • Our Values
  • Services
    • Services
    • Financial Planning
    • Personal Insurance
    • Young Professionals, Couples and Families
    • Business Owners and Professionals
    • Medical Professionals
    • Pre-Retirees and Retirees
  • Case Studies
  • Blog
  • Forms
  • Contact
  • 07 3831 4633
  • Recommend