You may be one of many Australians who make an interest-free loan to the federal government every year. That’s because, when you receive a tax refund, you’re not getting free money. All that’s happening is that cash which is rightfully yours is being returned, somewhat late. So it makes sense to make it work as…
Estate planning can be difficult and stressful, but for blended families there’s an added overlay of complexity. According to the community demographic website, profile.id.com.au, as of 2021, blended- and step-families make up around 12 percent of Australian households. For these families, ensuring every person is treated fairly, is a significant challenge where the needs of…
A financial strategy isn’t something you should set and forget. Life moves, circumstances change, the economy shifts, and what once worked may not be as effective as it used to be. That’s why it’s important to regularly check in on your financial progress and consider whether your current approach is still the right fit. …
Despite a slowdown in Australian economic and productivity growth in the last five years, Australia’s economy is usually considered strong and resilient when compared with other developed nations. Given our economic strength, why would anyone want to invest anywhere else? To answer this question, let’s consider what stocks might be included in a share portfolio…
What does financial success mean to you? Is it tied to achieving lifestyle goals like caravaning around Australia or pursuing a hobby? Perhaps you have a more traditional view of wealth; a paid-off home, a prestige car, money in the bank. Achieving financial success requires two things: defining your version of wealth, and, accelerating wealth…