Castellan

Walk This Way To Wealth

Money Media

Bruce Brammall is not only a leading financial adviser, but a nationally syndicated columnist. He's the superannuation editor at Eureka Report, the Gen X guru for News Limited's YourMoney and his Debt Man column in The West Australian takes up where his best-selling Gen X investment guide Debt Man Walking left off. To read his columns, click on the links to the right. And sign up for Castellan's FREE investment and super newsletters here.

GenX: Take some tax time pain relief

Q: Tax time is less than two months away. What should people be doing now to make it less painful? A: A wise man (Daniel be his name) once told me: “Accountants organise what’s already happened. Financial advisers organise the future.” And ...

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DebtMan: expect a Budget bullet

“One small swing for Swan. One giant blow to mankind.” If you believe that where’s there’s smoke there’s fire, superannuation is going to cop a bullet to the head in next week’s Federal Budget. A little bit like Danny Glover revoking ...

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SuperSecrets: Countdown to 30 June

PORTFOLIO POINT: The countdown to 30 June has started. Here’s your SMSF preparation checklist to make the most of this year. While superannuation isn’t a race, there are aspects of it that take on great urgency at times. And, for those who ...

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Most read: SMFS that live after death

 PORTFOLIO POINT: Four things you need to check to make sure more of your super keeps on breathing after you stop.  The prime driver for people getting into self-managed super funds ...

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News Image

GenX: Take some tax time pain relief

News Image

DebtMan: expect a Budget bullet

News Image

SuperSecrets: Countdown to 30 June

News Image

Most read: SMFS that live after death

Insurance

If you were unable to work for a year, could you keep your house? What if your partner died? Central to protecting your lifestyle and your home is your ability to cope financially when something goes wrong. Personal risk insurance (life, total and permanent disability, trauma and income protection) is designed to make sure that when personal tragedy strikes, it doesn’t also become a financial disaster. Castellan considers your whole financial position when we consider insurance, to make sure it fits in with your broader plans. 

For more information and FAQs on how Castellan operates and charges for services, click here.

 

Superannuation

Super is an incredibly powerful savings tool for your future but, when the rules constantly change, how are you supposed to keep up? Castellan’s advisers can demystify superannuation’s complexities. For the young, we can show you how some simple changes can dramatically increase your super. For the over 50s, strategies such as “transition to retirement” and “salary sacrifice” are crucial. Castellan’s founder, Bruce Brammall, is an expert on super and writes weekly on SMSFs for Eureka Report, one of Australia’s fastest growing internet publications.

 

Investment

Everyone dreams of becoming wealthy, but most think it’s the domain of the smart or financially savvy. It’s not. Achieving financial security is more like a recipe than landing a lucky lotto ticket. It’s about understanding “money’s simple rules” and making them work in your life. Whether its property, shares, bonds or making the most of your cash, Castellan’s advisers can simplify the complex area of investments and give you a plan to achieve your money dreams.

 

Castellan Financial Consulting is a Corporate Authorised Representative of WealthSure Pty Ltd Australian Financial Services Licensee, Licence No. 238030. The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the material, Castellan Financial Consulting will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.