Ray Trevisan

Blog by Ray Trevisan

LICs and LITs - Dollars & Making Sense 29 Aug 2023
Investors of all types across many asset classes will want to find out more about LICAT and their members. Ian's explanation will provide an excellent introduction, and as always, we're about financial education and we have some great resources for you to check out at the end of the show.
29 Aug 2023 09:00:00 - Comment(s)
5 Important Estate Planning Documents - Dollars & Making Sense 22 Aug 2023
Peter's estate planning Master Class is well known in ASA circles and today, we're going to start looking at some of the excellent content that he covers, and in doing so, let's discover first off, what the five important documents you need to consider
23 Aug 2023 11:06:44 - Comment(s)
Couples & Finance Post Pandemic - Dollars & Making Sense 15 Aug 2023
Divorces are trending upwards, there are more and more isolated divorcees who after surviving the stress and trauma of marriage breakdown, then have to deal with the financial ramifications. And to make things worse, we're enduring interest rate hikes and cost of living pressures.
15 Aug 2023 09:00:00 - Comment(s)
Changes to the Age Pension - Dollars & Making Sense 8 Aug 2023
Services Australia is a government agency better known by many as Centrelink (as well as other groups too). This week we discuss the latest changes in the Aged Pension, the assets and income test
08 Aug 2023 21:00:00 - Comment(s)
Choosing an Adviser - Dollars & Making Sense 1 Aug 2023
Given the adviser population has reduced from over 30,000 some 5 years we have less than 16,000 now, and that number is dropping. We discuss why this has happened and what's changing in the advice industry.
01 Aug 2023 09:00:00 - Comment(s)