tax preparation

As a financial planner, one of the most common phrase I hear is “I wish I’d know that sooner.” With good advice, planning and forethought, it doesn’t take much to get into a better position financially, and the sooner you get started, the better! With the end of financial year looming, now is a good…

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One fact of life is certain, we don’t stay young forever. As we grow older, everyday tasks can become tiresome; we suffer inevitable aches and pains and often have difficulty remembering things. But the ageing process should be seen as a privilege. We have retirement to look forward to, access to good healthcare and the opportunity to spend more time with the people we love. To ensure we’re able to enjoy a long and happy retirement, it’s important to plan for this future.

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Property markets around the country are constantly changing and most of our capital cities are currently going through “price correction” phases following booms. So what’s important for property investors to keep in mind right now? Here is a compilation from our colleagues who are investment property and finance experts: Invest with your head, not your…

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Amongst my clients, and within Australian culture, property investment is a very popular way to create and build wealth. It’s often easier to trust and understand bricks and mortar than numbers and trends on a share certificate, isn’t it? But there are some tricks, tips and rules to investing that can turn a good investment…

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Budgeting

The word “budget” makes some of us cringe. It evokes images of deprivation and going without – like nights sitting on the lounge with the remote and a bowl of noodles or holidays in a hostel instead of a hotel – or even worse… no holidays! But budgets don’t have to be like that. Budgets…

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