Top 5 financial planning questions
We answer the most common questions people have for our financial planners.
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Grey Nomads and the Age Pension
What are the Age Pension implications of hitting the open road, and how does Centrelink assess your payments when you’re away from home?
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Gifting or loaning money for a property purchase
Being able to help a family member get on the property ladder is a great position to be in, but there are tax and income issues to consider.
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Income and wealth in Australia
Australian household wealth skyrocketed in 2020 even as the country went into recession. But not everyone benefited.
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Can you get rich investing in art, cars or toys?
If you’ve got some extra money on hand and are feeling adventurous there’s a huge market for more speculative investments. But are these realistic investments?
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6 lifehacks to save money
Saving money isn’t just about income. What you do with that money is equally important.
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COVID-19 and your tax return
Have you worked from home at some point during the past year? You may have some unexpected tax deductions coming your way.
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Are you owed money?
The Federal Government holds over $1.2 billion worth of unclaimed or lost money from around 1.5 million Australians. That’s an average of $800 per person.
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How to get on the property ladder
Record low interest rates mean it’s never been cheaper to borrow money. So, let’s think outside the box and explore new ways of getting on the property ladder.
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New Year, New Budget
If a difficult 2020 has left your finances looking a little worse for wear, the new year is the perfect opportunity to get back on track.
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