Retirement is a big milestone in the journey of life and comes with many decisions to be made.   Planning ahead can ensure you make the...

When it comes to preparing your estate plan, most of you are aware to seek the advice of a legal specialist (those of you who think a...

‘Tis the season to be giving so here are my financial gifts to see you thrive in 2024: Day 1 Set your financial goals for 2024 (don’t...

Inflation has remained higher for longer than predicted to the point where the phrase has become a mantra of the Reserve Bank of...

In investment circles arguably two of the most prominent names are Warren Buffet and his Vice Chairman Charlie Munger, of Berkshire...

Debt recycling is a strategy that aims to help you pay off your non-deductible debt (eg your home loan) as quickly as possible, while...

Wait…what? Don’t you always tell us to do a Budget? Yes I do BUT, don’t do a budget if you are never going to look at. It’s useless....

This is an important issue at present, given resilient inflation and geopolitical issues. We have “borrowed” this article to share with...

It might come as a surprise to learn that many retirees are afraid of spending their money in retirement. Modelling how much a client...

For those of you who have a Self Managed Super fund, as trustees you should be aware of some recent changes effective from 1 July 2023....

How will the proposed 30% tax on super earnings above $3m work? From 1 July 2025, a proposed new tax will apply to future earnings on...

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....

Due to the recent issues with some US and European banking facilities, many have been questioning the security of their savings in...

With rental property availability at critical levels, a social ‘tug of war’ is in play with investors held to account over rising rents....

To help you thrive in 2023, we have put together some bad habits to kiss goodbye. I am not sure why but sometimes it is easier to give up...

Superannuation can be boring and complex but it is one of my all time favourite topics (yes I know, I need to get a life!!). And whilst...

I have said it before and I will say it again, I love superannuation! It surprises me that many people are disillusioned with super. I...

Are you feeling a bit exhausted by all the negative talk? The news is negative, the share market is currently negative, so it’s no...

Cyber crime is on the rise. It remains our top priority to protect your data and sensitive information. Here are a few tips to help keep...

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...