It is worthwhile revisiting the trade-off between paying off the mortgage quicker and investing more in super for retirement. Background While many people wait until their home loan is paid
The temptation is obvious. Soaring house prices have made buying a home tough for most home buyers and prompted many parents to think they should step in and make a
Many people think that Estate Planning is only for people who are close to retirement, especially if we fall into the trap of thinking that Estate Planning is just about
The Australian Aged Pension scheme provides a wonderful safety net for those with limited assets in retirement, although many remain confused by how their age pension entitlements differ from so
Digital advice is a hot topic at the moment, bringing with it the debate around human financial advisers potentially being replaced by ‘robo-advisers’. A client James, called into my office
While millennials have for decades been treated like ‘the children of Neverland, who never grew up’, reality is fast catching up with this generation, who are now young adults between
Found yourself separated and suddenly single later in life? Life often has different plans for us than we may have imagined. Life after divorce (or separation) might bring with
As we move towards the end of yet another year and ponder how fast the last 12 months have come and gone, many of us find ourselves thinking about the
To downsize or not to downsize is the question facing many home-owning Australians in the lead up to or in their retirement years. And the answer is… it depends. There
The new financial year provides an opportunity for a fresh start for your finances. Make this the financial year you get on top of yours… for good! We’ve broken it
Changes to super contribution rules from 1 July may create a great opportunity to revisit your savings and super contribution strategies. The changes may create new or enhanced options to
A number of changes were proposed by the Government during the election campaign, and support was also announced for a number of proposals made by the previous Government. So where
