I am an analytical person by nature which is probably why I enjoy finance. I feel most comfortable when decisions can be made on numbers and logic alone. But the…
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How much of your super is invested in the Australian stock market? If it’s more than 30% then please take 3 minutes to read this blog. Between 1995 and 2007,…
I realise that most people in their 20’s and 30’s pay very little attention to their superannuation because they cannot access it for 30 to 40 years – or possibly…
Below I have set out a summary of the personal tax and superannuation changes announced in the budget on 3 May 2016. In summary, the tax benefits associated with contributing…
Click here to download a printable PDF I think we should no longer try and attract clients that need to build wealth and motive them to do so. Instead, aren’t…
Click here to download a printable PDF Do you regret not investing in property 10 years ago? Do you feel like you have missed the boat and wonder if it’s…
With interest rates at historic lows and more talk of further interest rate cuts, many clients are wondering if they should fix their interest rate. Less flexibility It is important…
I’m often asked by clients whether they should pay for their car using cash savings or fund it via a lease. One theory suggests that you should not use debt…
Click here to download a printable PDF The location of your “great Australian dream” can dramatically alter your wealth building activities and as such, you must take this into account…
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