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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...
Aug 12, 2022


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...
Jul 1, 2022


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, 2022


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, 2022


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, 2022


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...
Mar 1, 2022


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...
Jan 11, 2022


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 8, 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...
Aug 3, 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...
Apr 23, 2021


4 Ways To Be A Good Investor In A Post-Pandemic Landscape
It’s no secret: 2020 was a year that changed everything for investors. The spread of COVID-19 and its impact across the world resulted in...
Apr 23, 2021


You’ve got a home, now what?
In most parts of Australia, people strive towards home ownership and while it’s not for everyone, it is one of the most common goals we...
Feb 19, 2021


Am I retirement Ready?
Now that the holiday season is over, do you find yourself yearning to stop work altogether? I regularly receive emails and calls from my...
Feb 1, 2021


New Year Intentions
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...
Dec 31, 2020


Smart steps to reduce your debt by retirement
For many of us long term debt is something we become quite accustomed to. Mortgage lenders offer 25-30 year terms so it not hard to see...
Oct 20, 2020


The 5 elements to “real” financial planning
When you are on holidays, do you find yourself dreaming about your life always being like this? That is what an awesome, financially...
Oct 18, 2020


Understanding Risk vs Return
Record low cash rates have seen many investors forced up the risk spectrum in the search for a greater return. For retirees, this low...
Oct 13, 2020


Debt – Good, Bad or a bit of both?
Did you know that there are some kinds of debt that can actually work for you to build wealth and others that will essentially work...
Jun 25, 2020


Ground Control - The Rollercoaster is over: Now for the Road Bumps!
The rollercoaster may have slowed down but there are likely to be many road-bumps along the way. Emmanuel Calligeris shares his insights...
May 19, 2020
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