While we specialise in financial advice, wealth management and retirement planning, we’re also here to be part of the conversation. From industry news to expert insights, practical perspectives and client updates, explore the latest articles from our team.
On 9 December 2017, the Government amended the Marriage Act 1961 and legalised same-sex marriage. But when it comes to LGBTQI+ couples and their financial rights, there can still be some confusion.
Being in love is undeniably a wonderful feeling, and as your relationship develops, you and your partner might start to discuss how you can merge your separate lives. When it comes to combining finances in marriage there is a lot to consider.
Did you know that you can access some of your super before you actually retire? The Transition to Retirement (TtR) strategy is designed to provide you with the benefit of a partial pension payment that supplements a reduction in working hours.
Have you heard about FIRE? Documentaries, blogs and media coverage are helping to drive the movement and as we are still experiencing the financial disruptions of the global pandemic, it is becoming increasingly appealing to many Australians.
It’s not unusual for business owners to have competing priorities. Focused on sales and business growth, stock control or production cycles… the list is endless. It’s also not unusual for them to put their own financial plans to the side while they are engrossed in the business… but this can be detrimental to their long-term financial future.
When you are a student you are deep in the throes of learning about your chosen subjects… but this is also the time to form some great money management habits. Living on a tight budget can help you gain financial skills that will last a lifetime.
It might sound crazy… but money isn’t everything. Yes, it’s important to be financially secure, but for you to have a happy and healthy retirement there are many other factors that you need to consider.
Do you like browsing the web? Do you use your computer or your smartphone for transactions like banking, shopping or paying bills? Are you a regular user of social media, entertainment or other apps? It’s important that you understand how to keep your data safe and secure.
Seeking professional advice can be beneficial when you want to maximise your wealth building opportunities, and this is when you might ask yourself, ‘Do I need a financial adviser?’
