Wills aren’t just for later in life and you should really have one when you start earning. And as money and family matters can be complex, it makes sense to get help. Who needs a will anyway? A will is something you might think you only need once you’re a millionaire or close to retirement […]
Continue ReadingHow to upsize your super with a tax-free downsizer contribution
Did you know from age 55, you may be eligible to make a super contribution of up to $300,000 using the proceeds from the sale of your home? Downsizing your home in retirement could have several upsides – some money in your pocket, less maintenance, and depending on your new location, greater convenience. If it’s […]
Continue ReadingWhy it’s important to think about insurance ahead of retirement
Why it’s important to think about insurance ahead of retirement Finding the right level of insurance cover is important when you’re thinking about retirement. If retirement’s coming up on your horizon, the impact of COVID-19 (Coronavirus) may have thrown a warehouse-sized rack of spanners in your planning. It makes sense to concentrate on things you […]
Continue ReadingNavigating asset portfolios: building wealth for the long term through sound investment strategies
Building your wealth for the long term starts with a sound investment strategy; but with so many options outside your superannuation fund, from bonds to managed funds, where should you begin? Understand your risk profile and timeframe Almost every type of investment comes with some level of risk. There’s a risk you could […]
Continue ReadingFour ways to save money for a rainy day
Four ways to save for a rainy day Having access to savings can be vital when an emergency strikes. But making the most of your savings by earning interest can also help you get ahead financially. If you’re trying to get a good return and have instant access to your money, the historically low interest […]
Continue ReadingSmart strategies for paying down debt
Being in debt can really wear you down, both financially and emotionally. Whether it’s a single large credit card balance or multiple loans, store and credit cards owing, getting clear of your debts is going to make a big difference to your financial future. To get started on an effective strategy for saying goodbye to […]
Continue ReadingBlock Chain?
Everything you’ll ever need to know about blockchain – the revised edition. We’ve updated our longform explainer taking you through the ins and outs of something not many people fully understand. This is a must read if you are considering this investment strategy. “There’s been plenty written about innovative but it’s the technology behind the […]
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Great financial advice is designed to offer strategies that work towards your financial goals – and they must be flexible enough to change as your circumstances change. If you think your money could be working harder for you, talk to us.
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Great financial advice is designed to offer strategies that work towards your financial goals – and they must be flexible enough to change as your circumstances change. If you think your money could be working harder for you, talk to us.
Continue ReadingCREATE
Great financial advice is designed to offer strategies that work towards your financial goals – and they must be flexible enough to change as your circumstances change. If you think your money could be working harder for you, talk to us.
Continue Reading