NEWS UPDATE
NEWS UPDATE
Key points RBA cuts to 3.6% and continues to lean dovish 12 August was a great day for Swifties (with a new album on the way – “The Life of a Showgirl”), RBA watchers and those with a mortgage. After the surprise RBA decision to...
In our pursuit of wealth, we often find ourselves caught in the relentless cycle of earning, saving, and investing. While accumulating wealth is undoubtedly a significant goal, it is essential to recognise that time, the finite resource we all possess, is intricately linked to our...
Intergenerational wealth refers to the financial assets, investments, and valuable resources passed from one generation to the next. This can include property, shares, superannuation, savings, family businesses, or even sentimental assets such as jewellery and heirlooms. While many families aspire to leave a financial legacy,...
Each generation brings unique values, life experiences, and financial priorities. From those who grew up during times of war and economic hardship to today’s digital-native youth, financial needs shift dramatically across the decades. Understanding these differences is crucial—not only for individuals planning their financial futures...
Health and wellbeing mean different things to different people—and those differences are often shaped by the era we were born into. Each generation faces its own physical, mental, and social challenges, but also has unique opportunities to maintain and improve their quality of life. From...
Property ownership remains one of the most significant financial milestones in a person’s life. However, each generation brings its own values, challenges, and strategies to the table when it comes to buying, selling, or investing in property. Whether it’s achieving the dream of home ownership,...
Having a skilled accountant is invaluable, whether for personal or business finances. Accountants provide clarity, advice, and strategies to optimise financial health and compliance. Building a close relationship with your accountant fosters trust, ensures tailored advice, and promotes proactive problem-solving. Below are the top 10...
Key points “Productivity isn’t everything, but, in the long run, it is almost everything”. Paul Krugman, Economist “If you walk into any pet shop in Australia, what the resident galah will be talking about is microeconomic policy.” Paul Keating, Australian Treasurer, 1989 when exasperated about...
As the new financial year begins, it’s the perfect time to reassess your financial strategies and ensure you’re making the most of tax efficiency. Whether you’re a salaried worker, business owner, retiree, or investor, tax efficiency can help you retain more of your hard-earned money,...
Seeking guidance from a financial services professional can be one of the smartest moves you make. Whether you’re saving for retirement, protecting your assets, or navigating complex tax matters. However, the value you gain depends on how you approach the relationship. Here are the top...
Estate planning is more than just drafting a will—it’s about ensuring your assets are protected, your wishes are honoured, and your loved ones are cared for. One of the most effective tools in a comprehensive estate plan is a trust. Whether you’re seeking to preserve...
As winter sets in, the warmer climates of northern Australia become increasingly appealing. If you have some free time, a thirst for adventure, and a dislike for cold, wet weather, consider heading north. Pack your sunhat and shorts, organise the caravan, and embark on a...
Seeking professional advice when looking to buy a property is an important step, especially if you’re new to the market or dealing with complex situations. Here are some key instances when you should consider consulting a property agent and what they can do for you....
Preparing a will is an important step in managing your estate and ensuring your wishes are honoured after you pass away. Before meeting with a lawyer to draft your will, it’s beneficial to have several items prepared to make the process as smooth and comprehensive...
Life is unpredictable, and financial surprises can arise when you least expect them. This is where an emergency fund comes in. This financial safety net is designed to cover unexpected expenses, like car repairs or medical bills, or provide support if you lose your job...
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Financial Services Guide Part 1
Joel Plowman's Financial Services Guide Part 2
Leigh Jenkins Financial Services Guide Part 2
Rod Harper Financial Services Guide Part 2
Mark Trajkovski Financial Services Guide Part 2