New year, new me. For most people, the beginning of a year provides a fresh start to improve several aspects of their life. This is where New Year resolutions come in. At the start of the year, we optimistically list down the things we want to...
With thousands of Australian expats still hoping to return home following COVID-19, a mid-tier firm has highlighted some important tax implications and considerations, including the foreign pension transfers.
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The needs of retiree clients may not be properly serviced by traditional portfolio investment approaches, an investment expert has warned.
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With interest rates at record lows and competitive deals on offer, switching to a new loan or lender may be an appealing prospect, with the potential to make significant savings. Since the Reserve Bank of Australia (RBA) began its latest round of rate cutting, lenders have...
Following a year of record-low interest rates, a volatile stock market and consumers flocking to access their superannuation, we have prepared six tips for Aussies looking to get on top of their finances in 2021. The start of the year could be a great time for...
Approaching retirement still remains the top reason for seeking advice from a financial planner, with healthcare costs, outliving their savings and aged care costs some of the biggest concerns, according to a recent research paper.
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These are the ways retirees around the country have flicked the switch on budgets and routine during Covid-19. The past 12 months have been a big change for so many Australians, with only a lucky few avoiding upsets to their everyday habits, including their spending,...
Managing multiple loans can be difficult – and stressful. One way to simplify your financial situation and save yourself time, effort and (hopefully) money is to centralise your debt. But it’s not always the right answer, so here’s what to consider before you consolidate. When you...
So, you’re thinking of buying your first residential investment property? There are a few things to consider before making the move. Here are our top 10 tips for avoiding potential difficulties and ensuring success. Know your goal Understanding your financial objectives is key to finding the right...
Markets in 2020 were challenging and unpredictable, but 2021 offers families an opportunity to review their portfolio and make sure they are still in alignment with their financial goals. Your life and your accompanying goals are bound to change, and you need to ensure your...
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.