Financial Planning News and Insights

With the end of the financial year approaching, it’s time to think about strategies to maximise your finances, particularly with the forthcoming tax cuts. Before we dive into strategies, here…

In Australia today, education is a hot topic. Independent and Catholic schools are becoming popular choices for more and more families. Of course, every child is different, and the type…

ANZAC Day is one of the most important days on the Australian calendar, a day when we remember and honour our servicemen and women who have helped protect the wonderful…

Property ownership can be a great way to build wealth. However, if you’re an expat, property investments can be complex, and it pays to do your research. Whether you are…

Owning your own home on a quarter-acre block used to be the ‘Great Australian Dream’. But we have seen several shifts since the post-war years, from denser housing reshaping the…

Attitudes towards money are often shaped during childhood and will have a lasting impact, defining financial behaviours well into adulthood. Sometimes, this is copying behaviours, whether positive or negative, and…

As a medical practitioner and business owner, one of the key components of your financial journey is deciding whether to acquire or invest in commercial premises for your practice. In…

When it comes to managing your self-managed super fund (SMSF), a lot is at stake. How your fund is managed can make or break your retirement. And when you have…

A self-managed super fund (SMSF) is not for everyone. It can take significant time to manage, and you must have some knowledge and an interest in staying current on the…

A self-managed super fund (SMSF) is essentially a private superannuation fund set up for individuals (up to six) to manage their own retirement savings. Today, according to ATO data, Australia…

At the start of the new year, many of us are thinking about our investment portfolios and whether we need to make any changes for the year ahead. With global…

As we usher in the new year, many of us are thinking about our goals for 2024, keen to ensure we’re moving in the right direction. To start the year…