Time to think about End of Financial Year opportunities
Here are some key opportunities to consider leading up to 30 June. Overview With the end of financial year (EOFY) approaching, now is a great time think about actions you
May 1, 2020
Independent Financial Planning
Your health and wealth during the COVID-19 pandemic
There isn’t a single person in the world who hasn’t been impacted by COVID-19. As new case numbers start to slow in Australia, so too is our economy. This time
April 24, 2020
Profession of Independent Financial Advisers and New Financial Adviser Standards
Profession of Independent Financial Advisers and New Financial Adviser Standards We have some great news that we’d like to share with you. We are proud to announce we have accepted
April 17, 2020
Jobkeeper Key Facts & Deadlines – Update
I’m sure you are aware of the recently announced JobKeeper wage subsidy scheme and many employers may have already registered their interest via the ATO’s website. In the last few
April 16, 2020
Are you eligible for a Centrelink concession card?
Retirees have access to a range of concession cards, and some can access more than one card at the same time. These cards offer a variety of concessions to
April 16, 2020
The value of financial advice is keenly felt in tough times
It’s a difficult time. Between see-sawing markets and a concerned community, it’s clear we’re dealing with a changed world and one in which financial advice has a new sense of
April 7, 2020
Coronavirus update – JobKeeper payment Q&A, access to super update and JobSeeker allowance changes.
On 30 March 2020, the Government announced some changes as part of the next stage of the stimulus package. These include: the introduction of the JobKeeper payment, and a change
April 1, 2020
How to create savings while paying off debt
Over the past 30 years, Australians’ household debt has increased. According to the Reserve Bank of Australia, our household debt-to-income ratio has risen from 70 per cent in the early
March 14, 2020
Financial planning through the decades
Everyone has a different life journey they’re on. But getting on top of key financial goals as you follow your own path could see you enjoying a more comfortable lifestyle
March 4, 2020
Key end of financial year (EOFY) opportunities and issues
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
February 22, 2020
Renting in Retirement: Is it possible?
As record numbers of Australians transition into retirement, considering your cost of living and comparing it to your expected average annual retirement income is a crucial step in retirement planning.
February 8, 2020
Travelling with money
According to the Australian Bureau of Statistics, during the 2018-2019 period, a record 11.2 million Australian residents took overseas trips. For so many of us jetting-off, choosing the best and
January 16, 2020