“We have absolute trust and that comes before everything. We value your professionalism and your experience.
We know that we are getting advice that’s truly objective – and there’s times
when you will tell us that the best thing is to ‘do nothing’ – we value that.” Read More
While tax concessions are an incentive to invest, don’t let the lure of tax deductions drive your decisions
“I feel relieved. I know I’ve got the right cover and that I’m in a position where I am unlikely to have do go through this process again. With Multiforte’s advice and management of the process, everything was very logical and straightforward. And I know I received good value for money.“ Read More
Don’t ignore risk – many investors focus on their investment returns, but don’t quantify the risks and potential losses to which they are exposed
Matthew and Anna are thrilled. They no longer pay commission on their premiums. Multiforte streamlined and increased their cover and achieved a saving of more than $3,500 this year alone. The savings will only increase over the life of their policies. Read More
You could save thousands on personal insurance – by obtaining insurance through super or using level or
split premiums
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Let’s get fiscal: how to fight financial flab
Just like a physical workout, you can have a daily exercise routine that will help to build your ‘wealth’ musclemuscle, writes Lesley Parker, Sydney Morning Herald 30/6/2010
“If you do nothing else, spend at least five minutes thinking about what you want to achieve in the next year, the next five years and in 10 years’ time.”
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