Book review – Soul in the Game by Vitaliy Katsenelson
A few months ago I received an email from a renowned US investor - Vitaliy Katsenelson with an offer to read his new book and if I liked...
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- Aug 12
The revival of the recontribution strategy
The recent changes to superannuation rules effective from 1 July this year, have made the recontribution strategy more accessible for...
- Aug 12
Division 293 tax
Nobody likes to pay more tax than they have to and this tax has been catching a few people by surprise so we wanted to provide further...
- Jul 1
8 tips to financial success!
There is never a bad time to start thinking about making plans for your future, or perhaps just quitting bad habits. If finance is on...
- May 31
EOFY Tips for 2022
The end of financial year always seems to arrive in a hurry! We hope our summary of strategies will help you to consider your end of...
- May 31
Is your business your retirement plan?
There is no doubt that covid-19 made life tough for business owners in so many ways – staff shortages, lockdowns, supply issues, constant...
- May 31
Remember to Breathe
Are you feeling a little more stressed than usual these days? You are not alone, we talk to many people and there is a noticeable rise in...
- Mar 1
Time in the Market, not timing the market
The current crisis between Russia and Ukraine is highly volatile and fluid, we acknowledge the extremity and the unpredictability of the...
- Mar 1
Using your home equity to invest
Whether you're looking to invest in property, shares or even renovating your home, borrowing against the equity in your home provides...
- Feb 27
Retirement - 3 investment strategies to make your money last
Wondering how to make your money last in retirement? You are not alone, it’s probably one of the most common questions we get asked....
- Jan 11
New Year Intentions 2022
It’s a New Year and for many of us, this means setting some resolutions – resolutions we all feel guilty about as we typically fail...
- Nov 11, 2021
Should we keep our former home as an investment?
Upgrading your home and want to know if you should keep your former home as an investment property? This is a common question we are...
- Nov 8, 2021
3 threats to your retirement
Preparing for retirement is a long game – a marathon more than a sprint, but all the preparation in the world can come undone if you...
- Nov 7, 2021
Is it a scam?
New data released Naturally, people aspire to get the most out of their investments, especially if a great opportunity is presented by a...
- Oct 6, 2021
It is Financial Planning Week
This year’s 21st edition of Financial Planning Week runs from 4 – 9 October 2021 and World Financial Planning Day is happening on...
- Aug 3, 2021
Super Changes 1 July 2021
The new financial year brings in a few changes for your superannuation. The Super Guarantee increases to 10% From 1 July the rate of...
- Aug 3, 2021
Book Review – Atomic Habits
Nothing like a lockdown to catch up on some reading. This one has been on my hit list for a while and I am only sorry to have taken so...
- Aug 3, 2021
Inflation Worries?
It’s the topic du jour with economists. So we thought it helpful to briefly recap what has led to inflation being the topic on everyone’s...
- Apr 23, 2021
Direct vs Advised Personal Insurance: Pros and Cons
We’ve all seen them: those TV ads promising to connect you with a personal insurance policy in just a few moments, without having to...
- Apr 23, 2021
The Transfer of Family Wealth
In Australia over the next 20 years it is estimated that $3.5 trillion (yes, trillion!) in wealth will be transferred from the Baby...