Ray Trevisan

Blog by Ray Trevisan

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)
Lost Super - Dollars & Making Sense 4 March 2025
Justin Bott from Services Australia (Centrelink) joins us again to work through free money. Yes, "free money", money that is yours but you've either forgotten to claim it, or forgotten about it.
04 Mar 2025 09:00:00 - Comment(s)
Women & Property - Dollars & Making Sense 25 Feb 2025
All is not well as we discover as Philippa, a fully qualified financial planner and physcoligist explains. There are many facets to consider none the least being the dramatic lack of financial education amoung boomer women.
25 Feb 2025 09:00:00 - Comment(s)
Concession Cards & Travel - Dollars & Making Sense 18 Feb 2025
The Concession Health Card is widely available to all taxpayers irrespectively of age and in many cases with very generous limits.  Tune in to be surprised and how you need to apply for this card.  One of the many services available to all taxpayers that helps with day to day living expenses.
18 Feb 2025 09:00:00 - Comment(s)