Latest Blog Posts
What's Your Investment Type?
What better way to finish off the financial year than with some consideration about investments?
Investing 101: Making Sense of Investment Terms
When it comes to investing, it can be a minefield for both the amateur investor and the professional alike.
The Royal Commission Exposes Potential Problems with Super Recommended by Banks
Much has been going on in the background with the Banking Royal Commission of late, and we feel it would be timely to comment on how this relates to your superannuation funds.
Choosing the Best Super Fund for You
We talk about Super a lot when it comes to tax planning and wealth creation, but you certainly want to make sure you've got the right vehicle for the job.
Can You Make Super & Tax Work Better Together?
If you've been reading our blogs for a little while now, you may have picked up on the fact that we're big fans of superannuation.
Tips to Minimise Your Tax Ahead of EOFY
Now that the end of financial year is just around the corner, it's time to put some real focus into your tax minimisation strategies.
The 2018 Federal Budget. Making Sense of it All
The Federal Treasurer, the Hon. Scott Morrison MP delivered his third Federal Budget on 8 May 2018.
Why We Needed the Royal Commission Shake Up
The headlines coming out of the current Banking Royal Commission are a tragic and timely reminder that bad advice can have enormous consequences.
What Does Your Legacy Look Like? What You Leave Behind Takes Careful Planning
This week's money in life series focuses on a topic that may bring up thoughts and feelings that we don't like discussing on a day to day basis.
How to Create a Healthy Retirement; in Every Sense of the Word
Most of the information we are given about retirement is about our finances – will we have enough? What's the best investment strategy?
How to Help Your Kids Get Out on Their Own
A lot has changed since the baby boomers and older Gen X'ers were their children's age. Generally, back in their "younger years", they would not have found themselves living at home with Mum and Dad into their late 20s and possibly their early 30s.
Tax Tips to Save You More
Minimising your tax where legally possible is a big part of your current and future wealth creation, not to mention that it's a smart thing to do.
Franking Credits; What You Need to Know
You may have read in the media over the last week that Labor has announced that it would abolish imputation credit cash rebates for shareholders under Federal Labor's latest tax policy were it to be elected at the next Federal election.
Financial Checklist For 'Empty Nesters'
The kids leaving home can either give you a great sense of freedom or leave you struggling to find other activities to fill in your time.
How Much Will Your Child's Education REALLY Cost?
Planning for kids with particular focus on those expensive school years is the first practical thing you can do to ease the burden of your children's education. So for all of you, "Gen Yers" starting to have kids, this week is for you!
So You're Getting Married? Do You Have Your "Together" Plan in Place?
Well, we've arrived at our discussion for this week – the money side of things when you decide to get married. This milestone is a huge move in anyone's life, as it's a time filled with excitement around planning and moving onto a new phase.
The Volatility Beast Returns in 2018
Well, there it is. The correction that we've been told has been coming every month since January 2017, finally arrived. Over? Probably not, but it was needed.
Are You Dreaming of The Pitter Patter of Tiny Feet?
Starting a family, whether planned or unexpected is a time of great joy and for most some fear, panic and overwhelm.
So Your Kids Have Got a Job... it's Time to Talk SUPER & BUDGETING
"A budget is telling your money where to go,
instead of wondering where it went..."
John C. Maxwell
Buying a House? This is What You Need to Think About!
Buying a house has become somewhat of a dilemma for our Gen Y's and even potentially some Gen X's due to the increased price of housing, particularly in our Eastern capital cities.