5 things you need to consider when you’re setting up an estate plan
We often don’t like to think of our mortality, but it’s a fact of life. The best way to take care of your business, family and loved ones in the
October 27, 2021
The Latest News - Things You Need To Know
Three ways to keep market uncertainty in perspective
It seems like headlines these days keep announcing markets have hit yet another all-time high. And while it’s worth celebrating good days like this, not every day is going to
October 22, 2021
Why property investors need savings
Urgent maintenance is an unavoidable aspect of being a landlord, so having a cash buffer set aside will help you deal with any unexpected problems. When renting out an
October 13, 2021
Account-based pensions
An account-based pension offers regular, flexible and tax-effective income from your superannuation. You can get one when you reach ‘preservation age’ (between 55 and 60). It lasts as long as
October 7, 2021
Value of an Advisor
As our valued clients know, we are here to guide your decision-making. In fact, a recent study by Russell Investments quantified the value of advice. It found that financial advisers
September 28, 2021
How to transition to retirement
As you get closer to retirement, you’ll start to wind down and want to work less without compromising your lifestyle. That’s where a Transition to Retirement Pension (TRP) could work
September 22, 2021
Aged care payment options
When it comes time to investigate residential aged care for yourself, your partner, parent or relative, the search for a facility and how to pay for it can seem daunting.
September 9, 2021
Tax and super
How much tax you pay on your super contributions and withdrawals depends on: your total super amount your age the type of contribution or withdrawal you make If you
September 2, 2021
A proven way to build wealth
When it comes to investing, nothing speaks louder than actual results. The 2021 Vanguard Index Chart shows what investors would have achieved over 30 years from a starting balance of
August 26, 2021
How To Negotiate The Best Property Price
Negotiating the best property price isn’t a matter of swindling a seller. It’s about doing your homework, knowing what you want, knowing the market and making sensible offers. When you
August 18, 2021
Giving the gift of compound interest
The first lesson most children learn about money is what they can spend it on – games, the latest toy, their own iPad – but it’s a parent’s obligation to
August 13, 2021
Survival guide: Buying and selling at the same time
Buying and selling a home at the same time – it’s the ultimate chicken and egg scenario. At the best of times, it is a juggling act, but in the
August 6, 2021