Financial Planning News and Insights

Many Australians who had planned to retire in the coming months are rethinking their options, as COVID-19 has changed the landscape for retirees. For some, it is a financial decision…

COVID-19 has many of us thinking about our health and our finances, and if you are serious about protecting yourself and your family, it’s a good time to review your…

Many parents across Australia relish the opportunity to help their adult children and spend more time with the grandkids by providing childcare, but during COVID-19, much of this came to…

Determining where to build your assets and invest your money is a key decision for any expat. For Aussies living in the US, currency fluctuations and tax implications can have…

As restrictions start to lift and life begins to look a little more like it used to, it’s important to be prepared for changing financial goals and challenges. Many of…

Between 2005 and 2018, the number of Australians retiring overseas increased dramatically, and it’s easy to see why. Countries like Thailand have much to offer retirees; not least of all…

While we’ve certainly seen the best in our communities during COVID-19, we’ve also seen the other side of the coin – a rise in targeted COVID scams, designed to get…

Redundancy can be difficult emotionally and financially at any time, but right now, with a tough employment market, it can feel like a bigger blow. If you have been made…

With almost all of us working from home in 2020, our tax deductions will look a little different this year. If you’re working from home as an employee, it’s important…

Current circumstances have many expats thinking about whether it’s time to move home. Whenever you decide to make the move, it requires careful planning. We work with expats across the…

It’s likely that you or someone you know has been impacted financially by COVID-19; losing hours, taking a pay cut or even losing their job. For many, this has acted…

There has been a great deal of speculation in the media about the impact of coronavirus on the Australian property market. This was heightened recently, when the Commonwealth Bank announced…