Releasing the value in your home

Rising property prices have led many people to look for ways to unlock the increased equity in their homes so they enjoy a comfortable lifestyle in their golden years. For most of us, our homes represent the biggest or most significant portion of our wealth. But it’s an asset that can’t necessarily be realised quickly. … Read more

When DIY does not pay off

“If you want something done right, you’ve got to do it yourself” Not necessarily! The appeal of doing it yourself is understandable. There is a great feeling that comes with doing something that challenges you and with being resourceful and learning a new skill. However, there can be pitfalls to DIY and there are benefits … Read more

Going for Gold

Gold fever is in the air and it’s not just the prospect of medals at the upcoming Paris Olympics. Gold prices have been climbing strongly in 2024 as investors, jittery about the effects of wars in the Middle East and Ukraine, buy up the asset because of its reputation as a safe haven. The spot … Read more

Enjoy the now and secure your future

Managing your financial situation always involves tension between how you live your life now and preparing for your future – whatever that looks like. The worry about not getting the balance right and making unnecessary sacrifices now – or not having enough money for the things you want to do in the future is a … Read more

Preparing your family trust for EOFY

With less than a month to go before the end of the financial year (EOFY) rolls around, some important tasks need to be completed for family trusts. Discretionary trusts (often called family trusts) are the most common trust used in Australia and are generally created to hold and protect family or business assets. Trustees of … Read more

Investment Property: Getting it right

With property remaining a high-priced asset, it’s more important than ever for investors to ensure their property investments are a financial success. The latest data demonstrates property’s popularity. One-in-five households (21%) owns a home in addition to their usual residence.i Maximising taxation benefits is one key element but the ATO recently found 9 out of … Read more

Four timeless principles for investing success

Investing success can mean different things to different people. Being clear on what success means for you is key to mapping out your plan. Although investing can seem perplexing and complex, success is largely within your control. Having a tailored investment strategy can go a long way to reducing the stress and noise associated with … Read more