News & Information

The documents below provide you with additional information designed to help you understand the financial planning concepts:

The Understanding Series:


Understanding Investment Concepts Download file
Understanding Debt Management Download file
Understanding Gearing Download file
Understanding Wealth Accumulation (Super) Download file
Understanding Retirement Income Download file
Understanding Social Security Download file
Understanding Insurance Download file
Understanding Estate Planning Download file
Understanding Business Insurance Download file
Understanding Tax Download file
Understanding SMSF Download file

Calculators:


Are you putting enough super away? Go to link
Fund Profile Tool MLC MasterKey – insight into how your money is managed Go to link
Fund Profile Tool MLC Wrap/Navigator – insight into how your money is managed Go to link
Transitioning to Retirement Go to link
Personal Insurance Gap Calculator Go to link
Future Income Calculator Go to link
Voluntary Contributions to Super Calculator Go to link
Find any missing superannuation you might have through the ATO’s Super Seeker Go to link

 

Dean Bassi AFPA Dip FP, CFP ®
Business Insurance & Superannuation Consultants Pty Ltd
ABN 94 008 094 997
Trading as B.I.S Consultants
Authorised Representatives
Insurance Broker Representatives of Apogee Financial Planning Limited
Australian Financial Services Licensee
Register Office at 105 - 153
Miller Street North Sydney NSW 2060