Why you need insurance and what are your options
We don’t need insurance until we do. Protecting your wellbeing and your wallet “Do I really need this insurance?” It’s probably a question you’ve a…
What are some investment options outside of super?
When it comes to investing, you have two options – inside or outside of super. Super, being a longer term investment designed to fund your retireme…
Tax time checklist for property investors
In Australia, investing in real estate isn’t the preserve of a wealthy elite. The nation’s 2.24 million property investors, owning a collective 3.2…
How to protect yourself from super scams
Super and investment scams target your personal wealth by convincing you to invest in fake schemes and companies. A super scam is when someone trie…
2023-24 saw strong investment returns again – but can it continue?
Key points – 2023-24 provided another year of strong returns for investors as shares were boosted by falling inflation, central banks pivotin…
Super and tax – what’s changing on 1 July 2024
They say nothing is certain in life except two things – death and taxes. Australians can probably add a third – the knowledge that come the end of …
How to reduce your mortgage interest rate and fees
With interest rates continuing to rise, reducing your mortgage interest rate can be a great way to save money so you’re not out of pocket and can k…
How debt can help you build long-term wealth
Contrary to what some people may think, debt can help you build your wealth – especially if the debt is used responsibly with a clear plan and obje…
Commonly Asked Questions – retirement planning
Retirement is a major milestone in life, representing the end of years of hard work and dedication. It’s a time to enjoy the freedom to pursu…
7 ways to get ready for tax time
Here’s a quick checklist to help you prepare for the end of financial year and maximise your tax time benefits. Understand your sources of income W…
