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Exit stage left - successful succession planning for small business owners

  • Friday, May 04, 2018
  • Sandy Dunshea

If you are expecting to retire in the next five to ten years and want a smooth business exit that achieves maximum value for yourself and the business, you need a plan. Read More

Super challenges at tax time

  • Friday, April 13, 2018
  • Sandy Dunshea

Many Australians may be overlooking opportunities to improve their super savings or facing penalties by leaving their super planning until the last minute. Read More

Out of pocket shocks

  • Thursday, March 08, 2018
  • Sandy Dunshea

I know from experience that a diagnosis of cancer can change your and your family’s life in an instant. Cancer is not only emotionally devastating; there are also far-reaching financial implications.  Read More

Could your adult children affect your retirement plans?

  • Tuesday, September 05, 2017
  • Sandy Dunshea

Like many Australians, you have dreamt about the carefree days of retirement, travelling the country or further afield, or just enjoying some well-deserved rest and time to do as you please. Read More

There's never been a better time to consider your financial future

  • Wednesday, August 16, 2017
  • Sandy Dunshea

When many people think about financial planning, they think it’s all about savings and investments, but there are many other facets that everyday Australians need to take into account when considering their overall financial situation. With statistics that include 40% of men and 25% of women tipped to suffer a traumatic illness between the ages of 34 and 64 and household debt having tripled over the last 25 years, as we head into Financial Planning Week commencing Monday 21st August, 2017, there has never been a better time to consider your financial future. Read More

A financial safety net for a traumatic event or illness

  • Tuesday, August 01, 2017
  • Sandy Dunshea

If you suffered a critical illness or traumatic event such as a cancer or a heart attack, do you have a safety net in place to support you and your family financially while you recuperate? Read More

A Savings Plan with a Difference for Long Term Investors

  • Tuesday, June 06, 2017
  • Sandy Dunshea

Investors are often faced with difficult decisions when looking for a long-term investment strategy for themselves, their children or grandchildren. Read More

Retirement Quick Tip #4

  • Tuesday, May 16, 2017
  • Sandy Dunshea

If you have less than $500,000 in Superannuation, this tip is for you... Read More

Retirement Quick Tip #3

  • Tuesday, May 02, 2017
  • Sandy Dunshea

If you want to make large after-tax contributions to build your Super in the lead up to retirement, this tip is for you... Read More

Retirement Quick Tip #2

  • Tuesday, April 18, 2017
  • Sandy Dunshea

If you want to keep working while drawing down some of your Super benefits, this tip is for you... Read More

Fortnum Dubbo and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers.

The information contained within this website does not consider your personal circumstances and is of a general nature only. You should not act on it without first obtaining professional financial advice specific to your circumstances. This website holds information for Australian Residents only.

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