Ray Trevisan

Blog by Ray Trevisan

Portfolio Construction - Dollars & Making Sense 8 April 2025
Constructing a long term investment portfolio can be relatively simply if you follow some basic steps. Six of them in fact! And we're covering them off in today's show, check out the blog for references and Kerry's wise words of wisdom. If you fail to plan, you plan to fail!
08 Apr 2025 09:00:00 - Comment(s)
Terminal Illness & Super - Dollars & Making Sense 1 April 2025
part 2 of a 4 part series on life insurance cover inside superannuation. Today we're discussing terminal illness cover and what constitutes correct conditions of release for APRA funds as well as SMSFs. What are the implications if you're terminally ill, all on Dollars & Making Sense.
01 Apr 2025 09:00:00 - Comment(s)
Super & Hardship - Dollars & Making Sense 25 Mar 2025
As always, accessing your super early can have dire impact on your retirement savings, but there are needs that will prevail, and this discussion is important to understand if you could possibly apply and be able to draw down funds in an emergency situation.
25 Mar 2025 09:00:00 - Comment(s)
Life Insurance inside Super - Dollars & Making Sense 18 Mar 2025
Now we usually don't like to discuss dying, however by planning better, we gift our family and friends with the knowledge and understanding of what we want done not only when we pass away in a Will.
18 Mar 2025 09:00:00 - Comment(s)
Estate Planning Documents - Dollars & Making Sense 11 Mar 2025
Now we usually don't like to discuss dying, however by planning better, we gift our family and friends with the knowledge and understanding of what we want done not only when we pass away in a Will.
11 Mar 2025 09:00:00 - Comment(s)