Money and Life
Helping kids with living expenses – prepare them for the responsibilities of adulthood
4 June
There’s a family event of sorts that gives parents mixed feelings of sadness, apprehension and relief — and children a lot of excitement: when a child leaves the proverbial nest. Now, this can happen early during your child’s teenage years...[Read More]
Why is it Beneficial to Use a Financial Adviser?
3 July
There are several benefits to using a financial adviser, including: Developing a comprehensive financial plan: A financial adviser can help you create a personalized plan that takes into account your current financial situation, goals, and risk...[Read More]
What are the Benefits of Your Financial Adviser Working Closely with Your Accountant?
5 June
There are several benefits to having your financial adviser work closely with your accountant, including: Tax efficiency: Your accountant can provide your financial adviser with information about your tax situation, such as your income,...[Read More]
What does a modern financial advice practice look like?
1 May
A modern financial advice practice may have the following characteristics: Client-centric approach: Modern financial advice practices put the needs and goals of their clients at the centre of their services. They strive to understand their...[Read More]
How Will The Superannuation Accumulation Tax Rate Change Affect You?
29 March
The Australian Government's decision to increase the accumulation tax rate to 30% for Superannuation balances over $3 million has several implications, both for individuals and the broader economy. Here are a few potential implications: Reduced...[Read More]