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Featured

Feb 10
4

Superannuation Transfer Balance Cap Increase

By Rob Ferguson | Featured, Financial Planning

The Transfer Balance Cap (TBC) is a limit imposed a few years ago on superannuation pension balances. Initially, it was set at $1.6 million, which became the maximum amount a…

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Feb 09
4

Know when to hold ‘em

By Tim Ferguson | Featured, Personal Insurance

Our income protection policy holders would be well aware of the substantial increases being applied to premiums, regardless of your insurer. As we have discussed previously, it is a type…

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Feb 09
3

Unintended consequences?

By Rob Ferguson | Featured, Financial Planning

In June 2019 there were 26,100 Financial Advisers in Australia. In early January 2021, there are 20,616. Almost half of the remaining advisers have not yet passed the industry exam….

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Feb 09
3

Introducing David Melville

By Martin Silec | Featured, Financial Planning

We are excited to announce that we have a new adviser with the addition of David Melville to the team in February. Previously David worked with Macquarie for 11 years…

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Dec 03
0

Retirement Income Review

By Rob Ferguson | Financial Planning

The Australian government has recently released the final report for the Retirement Income Review, which examined the state of our current system and its long-term sustainability in the face of…

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Dec 03
0

What do we do? (When red tape interferes with good advice)

By Rob Ferguson | Financial Planning

There is nothing like being stuck in front of the computer at home for a few months to focus you on the meaning of life, the meaning of work, what’s…

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Dec 03
0

Buy Now, Pay Later

By Rob Ferguson | Financial Planning

Names such as Afterpay and Zip are very recognizable, being two of the big players in a market known as Buy Now, Pay Later. It is a sector that is…

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Dec 03
0

Commonwealth Seniors Health Card

By Rob Ferguson | Financial Planning

Anyone who is over age pension age, but not currently eligible for Age Pension or DVA Pension, may still be eligible for the Commonwealth Seniors Health Card. This card entitles…

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Oct 07
0

Federal Budget 2020: Superannuation

By Rob Ferguson | Financial Planning

The government has announced a raft of measures, designed to reduce costs to members and provide tools to assess and compare the performance of their superannuation funds.   Read a…

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Oct 07
0

Federal Budget 2020: Health, welfare and jobs

By Rob Ferguson | Financial Planning

Below we detail some of the budget announcements which relate to health, welfare and jobs Social security There will be two separate economic support payment of $250 each, in November…

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NextPrevious »

FEATURED POSTS

  • Superannuation Transfer Balance Cap Increase

    February 10, 2021
  • Know when to hold ‘em

    February 9, 2021
  • Unintended consequences?

    February 9, 2021
  • Introducing David Melville

    February 9, 2021
  • APRA forcing insurers to change their income protection offering

    February 3, 2020

CONTACT US

FB Wealth Management
Level 2, 135 Wickham Terrace
Brisbane Qld 4000
GPO Box 1218
Brisbane Qld 4001
t: 07 3831 4633
f: 07 3831 4677
e: [email protected]

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ABN 35 057 155 585

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RECENT POSTS

  • Superannuation Transfer Balance Cap Increase

  • Know when to hold ‘em

  • Unintended consequences?

  • Introducing David Melville

  • APRA forcing insurers to change their income protection offering

  • Client Survey Results

© 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