Independent financial advisor
Mario’s Story

Mario’s Story

This is another happy story, this time of Mario and his TPD claim. It is the kind of story we love as financial planners.
Annabella’s Story

Annabella’s Story

This is the happy story of Annabella and her TPD claim. It is the kind of story we love as financial planners.
Risk and How to Manage It

Risk and How to Manage It

If you keep an ear out on the investment world, you will hear a lot said about risk. But many people do not really understand risk, so this week, as something of an antidote to the politics dominating the airwaves, we thought we would spend some time talking about it.
What’s the Drum on Capital Gains and Residential Property?

What’s the Drum on Capital Gains and Residential Property?

Did you know that there is a kind of tax that is great to pay? It’s called a capital gains tax and it’s great for one simple reason: you only pay it when you make a capital gain! A capital gain means you sold an asset for more than you bought it for. That is always better than the alternative, which is selling an asset for less than you paid yourself.
Rentvesting

Rentvesting

Australians like to move home. Especially young Australians. According to the 2016 census data, young Australians aged 18-24 moved home at almost three times the rate of older people aged 55-64. But can people move home a lot and still buy a home as well?
Some Assorted Budget Tidbits

Some Assorted Budget Tidbits

In our newsletter last week, we discussed the larger talking points from the Federal Budget. This week, we thought we take a look at some of the smaller changes to superannuation that will be of interest to many of our clients.
Bad News Can Be Good for the Economy

Bad News Can Be Good for the Economy

A driver has two routes to head home after work. Somehow, we know that if the driver takes Route A, he will be in a minor bingle in which two cars are damaged. If the driver takes route B, he will get home safe and sound. You are the Australian Treasurer. Which route do you want the driver to take?
Will Increasing Interest Rates ‘Fix’ Inflation?

Will Increasing Interest Rates ‘Fix’ Inflation?

Unless you are an avowed cyclist, you will probably have noticed what is happening to petrol prices at the moment. They are up. Way up. Prices in most parts of Australia are now over $2 per litre for standard motor vehicle go-go juice.
The Need for Insurance

The Need for Insurance

Our heart has been breaking in recent weeks over the massive floods affecting so much of Queensland and NSW. If you or someone you know has been affected, please know our thoughts are very much with you at this time.

General Advice Warning

All strategies and information provided on this website are general advice only which does not take into consideration any of your personal circumstances. Please arrange an appointment to seek personal financial, legal, credit and/or taxation advice prior to acting on this information.

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