Investment
EOFY super and tax strategies: is it too late? What you can still do — and how to get ahead for next year
5 June
As June 30 approaches, many Australians wonder: Have I left it too late to make a difference to my super and tax position this financial year? The good news is, it’s not too late. With some focused action in the final month and a proactive start...[Read More]
End of Financial Year: a time for reflection and new opportunity
12 June
Why the EOFY Marks More Than Just a Date on the Calendar As June 30 rolls around each year in Australia, it brings with it a moment of pause — a clear marker that one financial chapter is closing and another is about to begin. While for some, it...[Read More]
Foreign Purchaser Ban – How are you affected?
10 April
The Australian property market has seen intense growth in the last few years, which has led to pressure on the Federal Government to curb that growth and make it possible for first-time buyers to enter the property market. Growth in the next year is...[Read More]
Take control of your cashflow with expert financial advice
1 May
Imagine feeling completely on top of your finances — knowing your money is working as hard for you as you work for it. A well-managed cashflow could be the key to achieving that feeling. Cashflow simply refers to the money coming in and going...[Read More]
Managing finances and lifestyle activities during retirement
3 April
Retirement is a complex period divided into various phases, each with its own set of financial requirements and lifestyle considerations. Understanding how to budget for each stage can help you make the most of your post-career...[Read More]
Financial security: four essential steps to protect your future
13 March
Financial stability doesn’t usually come by chance; it requires preparation and strategy. Most of us depend on a steady paycheck, but few consider what would happen if it disappeared suddenly. Protecting yourself against financial disaster means...[Read More]
The importance of financial advice in living a lifestyle of choice
6 February
Life is full of milestones and changes that shape our journey. Whether it’s starting a family, buying a home, running a business, or retiring, our financial needs and goals evolve over time. Navigating these transitions while maintaining a...[Read More]
Understanding generational segments: lifestyles, financial needs, and technology expectations
20 February
Introduction Each generation has distinct characteristics shaped by historical, social, and economic influences. These factors impact their financial priorities, lifestyle choices, and how they interact with technology. Understanding these...[Read More]
Market volatility: why time in the market matters more than timing the market
30 January
Market volatility is an inherent part of investing. Prices fluctuate due to economic changes, geopolitical events, and investor sentiment. While the unpredictability of the market can cause anxiety, it’s essential to understand that volatility...[Read More]
Property investing: comparing residential with commercial real estate
16 January
In the realm of property investment, prospective investors often grapple with comparing residential vs commercial real estate. Both offer viable investment opportunities, but they also come with their own unique advantages and drawbacks. Hence, the...[Read More]
Best ways to finance your renovation
5 December
Considering a renovation? You’re not alone! Home renovations are a popular way to enhance your living space, boost property value, or adapt to life changes. However, financing such projects can take time and effort. Here’s a guide to some of...[Read More]
Some tips to help grow your superannuation
31 October
Retirement is a period most people eagerly anticipate. It’s that wonderful stage of life when you can finally unwind and spend your time as you please. You can even spend retirement focusing on the businesses you’ve been planning and have put...[Read More]
Unlocking Financial Freedom: The Power of Early Saving and Investing
5 September
Starting to save and invest as early as possible is one of the most effective strategies for building long-term wealth and financial security. The key is to consistently set aside even small amounts of money and invest them wisely, allowing you to...[Read More]
Investing in property : residential vs commercial real estate
8 August
In the realm of property investment, prospective investors often grapple with comparing residential vs commercial real estate. Both offer viable investment opportunities, but they also come with their own unique advantages and drawbacks. Hence, the...[Read More]
Crafting a Happy Retirement: Personalised Planning and Essential Tips for a Fulfilling Future
15 August
A happy retirement is a deeply personal and varied concept, reflecting the diverse aspirations, values, and lifestyle preferences of individuals. For some, retirement might mean the freedom to travel the world and explore new cultures and...[Read More]