7 savvy salary packaging tips
If you’re already salary packaging, these tips and tricks might help you maximise the benefits. If you’re not packaging, it might be something worth considering.
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Freedom from worry
The role of bonds in a diversified investment portfolio
Taking a global approach to bond investing allows for diversified portfolios that can more reliably deliver investment outcomes.
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Is investing in property right for you?
It’s no secret that Aussies love investing in property. But is property investing all it’s really cracked up to be? And is it right for you? We break it down here.
Is investing in property right for you? Read More »
Beyond work: How will you spend your days when you retire?
When individuals are unhappy in their work lives, they focus more on what they are ‘retiring from’ rather than what they are ‘retiring to’.
Beyond work: How will you spend your days when you retire? Read More »
GESB West State – a very SUPER account
GESB West State is an untaxed super scheme that was available to WA public sector employees prior to April 2007. It runs on a different set of rules compared to your average superannuation account.
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Case study: Should business owners contribute to Super?
Alice and Max’s business was thriving. But then the unthinkable happened – Max passed away suddenly leaving Alice with a business to run.
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5 things every small business owner should know about super
While there are situations where paying super can be a low priority for small business owners, here are five reasons why you should give it close consideration
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Explainer: Should I fix my home loan interest rate?
When interest rates are low (as they are right now), one of the most common conversations we find ourselves having is whether ‘now’ is a good time to fix home loan interest rates.
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7 ways to invest in yourself for maximum life returns
An often overlooked aspect of Health, Prosperity and Happiness for life is making an investment in yourself. Here are 7 ideas for doing that.
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The stupidest thing you can do with your money
A highly prevalent misconception in investing is that if you have access to the smartest people who have access to the best data, you can beat the market.
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7 reasons we love The Barefoot Investor book (and 1 we don’t)
We appreciate the book’s ability to increase the financial literacy of all who read it and relieve people of the pressure of personal debt.
7 reasons we love The Barefoot Investor book (and 1 we don’t) Read More »
8 great financial tips for young adults
Being comfortable running your own financial race is a good habit to build. Moreover, it’s one that will serve you well, both now and in the future.
8 great financial tips for young adults Read More »
Case study: Making the most of excess income
Frank is like many of the high-income medical professionals we work with. He loves his work so he works a lot and spends far less than he could. This sees a large portion of his disposable income going unspent.
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Age, assets or income: When should you start working with a financial advisor?
While there are no hard and fast rules, there are some rules of thumb that apply, $150,000 in household income being one.
Age, assets or income: When should you start working with a financial advisor? Read More »
Case study: Life after farming
When farmers Graeme and Victoria first came to us, their goal was simply to reduce insurance premiums and simplify their super.
Case study: Life after farming Read More »