I have just come back from a weekend with friends in QLD (let’s say that the Husband’s name is John), and inevitably the conversation made it’s way around to financial planning – specifically Insurance and Super. Two topics a lot of people avoid or would rather not think about. After all, if we are talking Insurance, we are talking stats and mortality rates… not the best dinner conversation. And if we are talking Super, we are talking about some investment ...

Hello readers, and welcome to my latest blog. Today Monarch Advisory Group has some very exciting news, especially if you follow AFL.

Being a Queenslander where Rugby Union and League is king, it took me a long time to get into AFL. I think I was turned off at a young age when I saw Warwick Capper in the brown and yellow Guernsey sporting a mullet. My husband has been trying to encourage me to support his team, Essendon, but that ...

Last week in part 1, we talked about Salary Sacrifice, and how this can help you boost your retirement savings. Whilst this is a very good way to boost your retirement savings, and at first blush this seems like quite a simple plan, what if you don’t actually have the disposable income in the first place?

Most Australian’s only have about a fortnight worth of income in their savings… In fact, I would be surprised if most of us would even ...

I have many close girlfriends and female clients who ask me for my advice around their Superannuation and Insurance, and how they can juggle the demands of their social life, careers, their wardrobe and also make an investment in their future. They often want to know if they can have their cake and eat it too….. or more appropriately with the Ladies I know, have their champagne and drink it too!

Many of my girlfriends are single, professional women who face ...

Welcome to the first of many blogs from Monarch Advisory Group. I have spent a bit of time thinking what sort of blog this should be – informative? technical? a ‘how to’ guide? Then I thought the best starting place was to view this from the reader’s perspective, and try to understand what they would want from this. During this thought process I realised that people often go to a search engine for information, YouTube for ‘how to’ guides and ...