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Financial Fraud
Personal and financial fraud is on the rise. 11% of Australians experienced some form of fraud in 2021 & losses due to investment fraud were up 119.6% compared to the same period in 2020.
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Saving For A House Deposit?
Should you invest your house deposit savings? This article investigates the pros & cons through a mini case study.
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Inheritance & Movement Of Wealth
Australians pass on average $561,000 to their heirs, almost four times the global average of $148,000, with two in every three Australians planning to leave an inheritance.
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Inflation & The Cash Rate
What is the Cash Rate & how will the changes applied today impact inflation and your financial situation?
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2022-23 Federal Budget Highlights
The Federal Government has delivered a big-spending 2022 budget, taking immediate steps to reduce cost of living pressures for working Australians while implementing a range of massive infrastructure and defense spending measures.
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Working from Home – Tax Optimisation Opportunities
Working from home and not sure what tax optomisation opportunities may be available to you, well this short article would be worth reading
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Digital Assets – Pros & Cons For Investors
What are the advantages & disadvantages of digital assets compared with physical assets from an investors point of view?
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BNPL vs Credit Cards – Which is Best?
BNPL (Buy Now Pay Later) or Credit Cards, what do they have to offer and which is the most financially efficient approach for consumers?
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Portfolio Management During Turbulent Times
There’s no doubt we continue to live in turbulent times. Between the challenges and uncertainty of the pandemic, the instability in eastern Europe & ongoing supply chain issues, effective portfolio management is a prominent topic amongst investors.
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Super Success For Women
While women earn less and spend less time in the workforce than men, sharply eroding their super contributions throughout their working lives, there are some simple steps women can take to boost their retirement savings.
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Retirement Cashflow
Low-interest environments are great for borrowers but can be a disaster for retirees reliant on interest to provide retirement cashflow.
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Stock Market Corrections
Stock Market Corrections can be an opportunity or a curse, depending on how you have set up your investments, are you taking full advantage of the opportunities?
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Ethical Investing
Ethical Investing – what does this mean for you as an individual investor, what should you look for & why does it even matter?
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The Great Resignation
What is the Great Resignation, is this a trend you should be part of & how is it impacting business owners as well as investors?
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Transitioning To Retirement?
Transitioning to retirement & not sure of the most tax-efficient method or whether a TRIS is needed?
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Investing In Real Estate
If you are going to or are investing in Real Estate, there are a few key things to consider…
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Financial Freedom
What is Financial Freedom, how is it different from Financial Independence and how do you achieve it?
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Financial Literacy
One thing it’s important to understand, is being highly educated does not necessarily mean you have good financial literacy. The two do not always go hand in hand
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Bull vs Bear Market
Understanding the difference between a Bull & Bear Market, combined with the opportunities they present, can help greatly when formulating an investment strategy.
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Stocks And Shares – What You Need To Know
So, when it comes to stocks and shares, what do you need to know before investing? Understanding the language can be a great first step.
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What To Do With An Inheritance
Sometimes in life a small or not so small windfall comes our way. It can be tempting to rush out and spend it, but it is worthwhile taking the time to think about how best you can make this money work for you.
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Financial Planning For Women
While preparing a financial plan is much the same for men and women, there are a few key things we need to factor in when developing financial plans for women.
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Retirement Planning Strategies
It may seem obvious, but lack of planning is what can lead to disappointment come your retirement party.
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Independent Financial Advice
How do you make sure the advice you are getting is independent and perhaps more importantly transparent?
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Are Gifts Tax Deductible?
According to the Tax Office, not all gifts are created equal. Depending on the type of gift, and more specifically, to whom the gift is made, the tax implications of gift giving differ.
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What Are Family Trusts?
These days setting up a Family Trust Fund is not just for the wealthy. Many small business owners are using the vehicle of a Family or Discretionary Trust to protect their family from potential loss, whilst at the same time taking advantage of tax benefits.
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Portfolio Reviews & Effective Approaches
So, you have a financial plan in place. You’re set. Right? Well, for a while at least. While financial experts sometimes disagree on methods or theories, there is one thing they all agree on, this is not a set-and-forget activity.
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June Tax Preparation Tips
Tax time is one of those chores of life that nobody enjoys. It can be a real pain. Not only do you have to scramble to find all the receipts and statements you have misplaced over the course of the year, but there is often a fear that you will end up with a great big, unexpected tax bill. Or even worse – get an audit notice.
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Best Way To Begin Investing
Not sure what the best way to begin investing? For many people, the prospect of starting the investment journey is daunting. How much do I need? What should I invest in? How can I make sure I make the right decisions?
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How To Build Your Investment Portfolio
How To Build Your Investment Portfolio – Assets, Risk & Return
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The Compound Interest Formula
It’s likely you have likely heard this term the compound interest formula, bandied around a lot in financial circles.
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The Impact Of Compound Interest
Almost unbelievably, the last time there was a rate rise in Australia was November 2010, when the rate went from 4.5% to 4.75%. It’s been…
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How to be Financially Independent
We all strive for financial independence in retirement. But what if you could achieve…
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Investing In A Low Interest Rate Environment
Almost unbelievably, the last time there was a rate rise in Australia was November 2010, when the rate went from 4.5% to 4.75%. It’s been…
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Benefits of an Accredited Finance Broker
Whatever your goals may be, whether it’s securing a loan for your first home or an investment property, establishing a business, refinancing your existing loan to reduce your interest costs…
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What Is Financial Planning and How Can It Help Me?
Financial planning is the process of bridging the gap between an individual’s current financial position and the financial position they need to build in order to achieve their short-term, medium-term and long-term financial and lifestyle goals and aspirations.
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How Can Superannuation Work for Me?
Everyone understands that superannuation is an asset that is for the long-term and contributions are made by employers to an employee’s superannuation funds.
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Isn’t The Wealth Management Process Just Investing?
Wealth Management is more than just investing. It involves considering a client’s…
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