Mergers and merits: Wealth Fundamentals’ Licensee wins award and acquisition

Our Licensee, Fortnum Financial Advisers, has been named 2015 CoreData Licensee of the Year, claiming the award for the second year running in an outcome that reflects consistently excellent satisfaction ratings by financial advisers licensed by Fortnum. The Award reflects Fortnum’s commitment to providing industry-leading support for its advisers and in turn, their clients.

Could your retirement plans be derailed by unexpected events in the lives of your offspring or grandchildren?

If you are a pre-retiree or retiree, could you afford to financially support your adult children and/or your grandchildren if they faced serious injury, illness or worse? How would your income stream be affected and what would be the long-term ramifications for your retirement lifestyle? Here, we outline some important considerations for protecting your retirement and the wellbeing of those you love.

3 top tips for reducing your home or investment loan repayments

If you are a home owner with a mortgage or an investor holding debt within your portfolio, now is the time to review your lending arrangements. Seeking professional financial advice could help you uncover a more affordable, tailored lending solution designed to reduce interest paid and increase your disposable income. Here, we share 3 top tips for reviewing your lending arrangements.