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.
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?’
Did you know that as of the end of the June 2021 quarter, the total balance of Australian superannuation assets totalled $3.3 trillion? Understanding the different types of super funds is the first step in making sure you select the most appropriate fund for your needs.
If you are planning to retire in the coming year, you might already be knee-deep in details and logistics… but we’ve put together a list of some of the best places to retire in Australia. If you are thinking about making a move, then here are some ideas of locations you could consider.
The financial services industry has been under a microscope for the last few years. This is why you should be on the lookout for a self-licensed financial adviser. Being self-licensed gives the adviser a greater degree of autonomy and means they are more likely to work with you to understand your unique needs and financial goals.
As you get closer to retirement, boosting your super balance is always at the top of the financial to-do list. If you happen to receive a financial windfall or sell a significant asset, applying the super contributions bring-forward rule could be a useful strategy.
If you are a business owner, it’s important that you are familiar with the Government’s small business capital gains tax (CGT) concessions. The concessions can offer significant financial benefits, depending on your personal situation and how long you’ve owned your business.
