One of our clients had 5 investment loan accounts with a Big 4 bank which totalled just over $1.2 million. Due to the rate hikes which I have previously written…
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Over the past few months, the major banks have made some significant changes to interest rates (some of which take affect this week). The government has directed the banks to…
What opportunities could you miss out on this financial year? Many people spend time in June each year rushing around trying to get their end-of-financial-year strategies implemented. It can be…
A few clients this week have asked me if it’s a good idea to invest a large sum in the share market at the moment (for a variety of reasons…
Are your mortgages liabilities? That is, do you view them as negative things that you would like to eliminate if you had the money? If so, I challenge you to…
All the fuss of the 2017-18 Federal Budget was targeted around the big banks, their large profits and the levies which the government intends to impose on them – which…
Over two years ago I wrote this blog which espoused the benefits of passive investing. According to Morningstar, in the 2016 calendar year, $340 billion flowed out (net) of active…
This short 5 minute video explains how to maximise your borrowable equity and why it’s important to do so. I explain what is borrowable equity, how it’s determined, 3 reasons…
If there’s one thing that never changes, it is the fact that the government continues to tinker with the super rules throughout federal budgets and election campaigns. Changing the super…
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