Feb 22, 2020 | Finances, Financial Literacy, Financial Planning, Taxation Planning, Uncategorised
Here are some key opportunities and issues to consider in the lead up to 30 June. Overview With the end of financial year (EOFY) approaching, now is a great time to consider the actions you could be taking before 30 June to build their wealth tax-effectively. As per...
Nov 29, 2019 | Uncategorised
Beyond the rush of shopping, parties and the anticipation of holidays, Christmas still has the power to bring people together in the spirit of goodwill. The practice of exchanging gifts has become traditional around the world and an essential ingredient of Christmas...
Nov 9, 2019 | Finances, Financial Literacy, Financial Planning, Interest rates, Investing, Property, Uncategorised
This article summarises the key announcements and important changes to the economy that has occurred over recent months. We touche on interest rate concerns, rising property prices and US-China trade negotiations. Interest rates The RBA followed up its June interest...
Oct 25, 2019 | Financial Literacy, Financial Planning, Insurance, Uncategorised
Everyone faces some level of financial risk but most people hope that catastrophe will strike someone else. Sadly ‘someone else’ may be you. This is why it is critical to review your insurances regularly and ensure they still meet your needs. Would you be able to cope...
Aug 22, 2019 | Financial Literacy, Financial Planning, Retirement, Uncategorised
There’s a common view that as you approach retirement you should tilt your investment portfolio towards more conservative investments. This means favouring things like term deposits, annuities and cash management trusts while reducing exposure to more volatile assets...
Aug 15, 2019 | Finances, Financial Literacy, Financial Planning, Investing, Uncategorised
Times like the present are stressful for investors. No one likes to see their wealth fall and uncertainty seems very high. We don’t have a perfect crystal ball, so from the point of sensible long-term investing the following points are worth bearing in mind. First,...
