With the end of the 2019 approaching, we would like to draw your attention to some things worth considering as part of your year-end tax planning. As always, we are here to assist you. If you have questions about any of the strategies mentioned in this email,...
As we move from the (mostly) financially carefree days of our 20s, many of us will face a whole new set of challenges. When I reached this terrifyingly more adult stage of life, I was hit by a nasty reality check: I hadn’t set myself up. Financially, I was...
Almost one in four Australians (23%) believe they are definitely or mostly ‘living the dream’, according to recent research from the Financial Planning Association. Here are six traits that have helped them to achieve their dreams. 1. Strong personal habits Australians living the dream are family oriented, spending...
I recently came across a news story about a hapless New York couple, who have taken their 30-year old son to court in a last ditch effort to get him to move out of home. My first thought was “only in America”. But here in...
It’s not an accident that understanding how it all works is boring. The detail of tax is a lot like superannuation. It’s complicated and most people find it boring. The thing is, understanding how franking credits can work as a tax loophole is boring on...
Updated research from Vanguard confirms what previous research found concerning the average value added to clients' long-term wealth by a financial planner.
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According to recent findings, three out of five Aussie customers are not receiving any financial benefits from having a credit card. It's long been suspected that for many people, the humble credit card is a pretty poor financial product, which can end up costing far more...
Saving money doesn’t just happen, but these steps could help you to reach your saving goals sooner. How Australians save Research has found that almost three quarters of Australians surveyed save by putting spare money into a savings account, whether they do this themselves or via an...
Gone are the days where being eco-friendly meant being unstylish or wasting your money buying a whole lot of eco-friendly products. In today’s culture being a socially responsible person is both on trend, great for the environment and saves you cash. Here are a few things...
Reaching your money-saving goals often feels like a big job that’s for Future You to deal with. But there are some choices you can make to your regular routine that won’t affect you too much, other than fattening up your wallet, of course. With that, here...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.