FINANCIAL ADVICE

Supporting your kids, without sacrificing your own retirement

With careful planning, you can give a helping hand to your adult children financially, while still enjoying a comfortable retirement. In the past, wealth was often passed on through inheritance. But …

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Quarterly economic update April–June 2021

With unemployment rates decreasing, housing prices rising and the share market performing strongly, the last quarter has been very positive for the economy and investors alike. In this article, we …

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Are you a financially compatible couple?

When you first start seeing someone, it’s completely understandable that your focus is on whether you’re romantically compatible. But as the relationship becomes a long-term one and perhaps even a …

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2021-22 Federal Budget Analysis

On 11 May 2021, the Government handed down the 2021-22 Federal Budget. Whilst this marked a return to the traditional timing of the budgetary processes, the content of the 2021-22 …

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Planning for your children’s financial independence

There are no two ways about it – raising a family is expensive. But did you know that some of the biggest costs come in later years, once your children …

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Tax time prep – deductions you can claim if you work from home

Research from Roy Morgan found that in the first half of 2020, at the height of the COVID-19 pandemic shut down, 32 per cent of Australian workers were working from …

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Quarterly Economic Update: January-March 2021

The global COVID-19 jab-fest gathered pace with some countries, including Israel and the United Kingdom, achieving high rates of immunisation. More importantly, both these countries saw their daily new infection …

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The best financial strategy for each stage of life

One of the keys to financial success is to adopt the right strategy at the right time. As you move through the stages of life here are the strategies you …

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Borrowing to invest – should you do it?

Borrowing to invest, also known as gearing or leverage, is a risky business. While you get bigger returns when markets go up, it leads to larger losses when markets fall. …

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What is the pension loan scheme?

Approximately 1.8 million Australian homeowners receive some level of age pension, with around 700,000 on a part pension. What many of these part-age pensioners may not know is that, along …

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What you can claim when working from home

Setting up a home office? Here’s how to create a comfortable workspace, while offsetting the extra costs of working remotely. If you’re among those who have decided to say ‘so …

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The value of financial advice when tragedy strikes – a personal story

The story below was written by one of our long-time clients Kelly Exeter who lost her husband Anthony (Ant) in a freak accident two years ago. It is rare but …

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Understanding Australia’s reliance on China

In 2007 China displaced Japan as Australia’s largest trading partner. In 2009 it became Australia’s largest export market, and in 2017-2018 we sold A$123.3 billion worth of goods and services …

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Joining finances with a partner – the benefits and pitfalls

If things are getting serious with your partner, is merging your finances a natural next step? Being open about money is pretty important in a successful relationship. Secret spending and …

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Quarterly Economic Update: October – December 2020

COVID-19 Finally, some good news on the COVID-19 front: several vaccines, all developed in record time, were being rolled out in a number of countries. While a huge step forward …

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