Financial Planning
From Research to Reality: A Supportive Guide to Investing in Residential Properties
Investing in residential properties can seem daunting at first, but with the right guidance, it becomes an exciting and rewarding journey. Whether you’re a young family seeking to build a secure future or an individual exploring new financial opportunities, understanding the essentials of residential property investment is key. By focusing on strategic real estate market…
Read MoreUnlocking the Power of Strategic Investing: A Beginner’s Guide to Building a Solid Financial Future
Embarking on the journey of strategic investing can feel like unlocking a door to a brighter financial future, filled with promise and opportunity. Whether you’re a young family just starting out or someone approaching retirement, understanding the basics of asset allocation and long-term investments is key to successful financial planning. Imagine taking control of your…
Read MoreStrategies for a Secure Retirement In Australia
Introduction Retirement is a milestone that many Australians look forward to—a time to relax, pursue passions, and enjoy the fruits of decades of hard work. Yet, for Generation X (those born between 1965 and 1980), the path to a secure retire- ment is less certain than it was for their parents. Economic shifts, evolving superannuation…
Read MoreThe Silver Rule of Investing
“In the unpredictable world of investing, where the promise of high returns often dazzles, aquieter principle shines through: the “silver rule” of investing. Distinct from the “goldenrule” that encourages chasing profits, the silver rule is elegantly simple—win by not losing“ This philosophy centres on safeguarding your wealth rather than gambling it on speculative gains, a…
Read MoreWhat to do with funds from the sale of the home while looking for a new home
“I recently sold my home and have received a lump sum. I’m planning to buy another home very soon, but don’t need the funds in the meantime. Should I invest these funds alongside my other investments?” If your intention is to buy a new home in the near future, locking your funds into long-term investments…
Read MoreFederal Election 2022 – what could this mean for you?
A number of changes were proposed by the Government during the election campaign, and support was also announced for a number of proposals made by the previous Government. So where do things stand, what’s next, and how could these proposals impact you? Below is a summary of some of the key announcements to date, and…
Read MoreFirst Home Super Saver scheme – how does it work?
From 1 July 2022, if you’re a first home buyer you can release up to $50,000 (up from $30,000) from your voluntary super contributions to help you buy your first home. Under the scheme, voluntary concessional and non concessional contributions made on or after 1 July 2017 may be released from super to help you purchase…
Read MoreFederal Budget Video Update 2022
Why aged care matters
The last couple of years have been tough on a lot of people with the COVID pandemic throwing the world into chaos and taking a toll on our physical, mental, financial and emotional wellbeing. If you have had a family member in aged care over the period of lockdowns and were not able to visit…
Read MoreA new year is a chance for a fresh start
New year is a great time for making lifestyle changes, however, for goals and changes affecting your financial health, there’s often no better time than when starting a new job. Well 2022, it has to be better than the last two years, right? With everything that has been going on the last two years, you…
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