Investment

When Is the Best Time to Retire and How?

Estate Planning, Family home, Intergenerational Financial Planning, Investment, Property, Reflection, Retirement, Superannuation / May 22, 2024
Deciding when to retire is one of the most significant financial decisions you'll make. The right time to retire varies for everyone, influenced by personal circumstances, financial readiness, and lifestyle goals. Here, we'll explore key considerations for determining the best time to retire and how to prepare for a comfortable and fulfilling retirement.

How to Keep Your Business and Personal Money Healthy

Business Advice, Investment, Reflection, Risk Insurance / April 3, 2024
In this article, we delve into the essential strategies for maintaining a healthy balance between your business and personal finances. From setting up robust budgeting practices to understanding the importance of separate emergency funds, and navigating the complexities of insurance coverage including health, life, and disability insurances, this guide is designed to safeguard both your personal well-being and business success. By illustrating practical steps and real-life scenarios, we aim to empower entrepreneurs with the knowledge to make informed financial decisions, ensuring a stable and prosperous journey in both their personal lives and business ventures.

Talk About Perfect Timing!

Debt Management, Family home, Investment, Reflection / November 20, 2023
Sometimes life’s timing is perfect. We have written before about the best way to use an inheritance. Last Sunday, we came across an almost ideal scenario for when a young couple could receive an inheritance. Here are some of the best ways this couple could respond. It’s food for thought for any younger person.

How to Win at Tennis. And Investing

Investment, Reflection / February 2, 2024
It is Australian Open time again and the world’s attention focusses on Australia’s very own Grand Slam Tennis Tournament. Happily, with Covid restrictions much less this year, we will see a blockbuster tournament. May the best players win.

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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