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Trans-Tasman retirement savings portability scheme for individuals

From 1 July 2013, individuals may transfer retirement savings between Australia and New Zealand after emigrating from one country to the other. The transfer is voluntary for members. Accepting transferred retirement savings is also voluntary for Australian super funds. Check with your Australian super fund to confirm if they are participating in the scheme. You may…

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Proudly supporting Beyond Blue

Our awesome team at Stream have proudly donated the proceeds from ‘Casual Dress Day’ to Beyond Blue. The demand on Beyond Blue Support Service has grown significantly this year and donations ensure they can  answer every phone call, email and chat. The donation will help Beyond Blue continue to work towards achieving an Australian community that…

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How to get your financial house in order for 2021

The start of a new year is a great time to get your financial house in order. Here’s how to whip yourself into better financial shape in 2021. 1. Set up a detailed budget Knowing where your money goes every month is essential to getting on track financially. 2. Automate your saving Taking some of…

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Mark’s Claim Story

Mark shares his story about when he suffered a stroke and how this changed his life. He also talks about how Stream Financial were able to help him with his claim so he could focus on the road to recovery. Testimonial Janis and Conrad came out to the Stroke foundation and I took note of…

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Janeah’s Insurance Claim Story

Janeah shares her cancer story and how it has affected her life now she is unable to continue in the job she loved. She also shares how Janis helped with her Insurance Claim and took all the pressure off, so she could focus on getting better. Testimonial Janis did everything she could possible do, she…

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Agreed Value Income Protection Changes

Due to regulatory changes, Agreed Value Income Protection policies will soon become a thing of the past. As of April, agreed value income protection will not be available in the Australian market; rather only Indemnity contracts will be offered. Agreed value policies that are currently in place will not be changed as they are guaranteed…

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