A different way to help the grandkids
Many grandparents want to give their grandchildren a head start in life, and a common way to do so is to help by paying some (or all) of their school
August 2, 2018
Independent Financial Planning
Unlocking the mysteries of your super statement
Superannuation statements. Boring, right? But if, like many people, you toss your annual super statement in a drawer or hit delete, you could be depriving yourself of many thousands
July 19, 2018
What is the Pension Loan Scheme?
Currently 1.8 million Australian homeowners receive some level of age pension, with around 700,000 on a part pension. What many of these part-age pensioners may not know is that, along
July 6, 2018
Getting ready for retirement
If retirement is something you are starting to think about, now is the time to put a plan together to ensure that you achieve the satisfying and meaningful retirement that
June 29, 2018
Good cash flow makes life easier
Good cash flow makes life easier If you rely on your investments for income, an important aspect of managing your portfolio is cash flow. Correctly structured cash flow is critical,
June 24, 2018
Buy now; pay later; manage carefully
Before heading off on an overseas holiday, Sam decided to buy an expensive new camera to document his travels. The camera store offered a ‘buy now, pay later’ option, and
June 17, 2018
Super in your 60s. It’s still not too late!
For most Australians, their 60s is the decade that marks retirement. For some this means a graceful slide into a fulfilling life of leisure, enjoying the fruits of a lifetime
June 8, 2018
New Superannuation Contribution Opportunities
We wanted to bring your attention to some updated superannuation rules that came into effect on 1 July 2017 that may create new opportunities this financial year for you, your
June 2, 2018
Smart strategies for the End of Financial Year
Want to help boost your retirement savings while potentially saving on tax? Here are five smart super strategies to consider before the end of the financial year. 1. Add to
May 18, 2018
Shocked? Disgusted? By the Royal Commission hearings. Fair enough. But DON’T be surprised.
Before I start I need to make it clear there is plenty of evidence that good true independent financial advice that is provided in your best interest can add significant
April 27, 2018
Get ready for June 30 – NOW!
When it comes to getting the most (money) from your annual tax return, there is usually a lot to think about, so we’ve identified a few options that could open
April 20, 2018
You’ve paid off your mortgage! Now what?
Paid off your mortgage? Woo-hoo! Break out the champagne and celebrate the freedom you must now feel! But once the dizzy excitement has passed, what will you do next? Discharge
April 6, 2018