partners for life
News

3 New Financial Year Resolutions to get you on Top of your Money
June 26th, 2019Who says the turn of a new calendar year is the only time you can set some resolutions? With money on our mind as one financial year rolls to the next, now is a great time to set some goals for taking control of your personal finances. But where to start? Simply “saving more money”read more

Claiming Car-Related Expenses this Tax Season
June 14th, 2019With tax time coming up very soon, many of us will be looking towards our tax returns and working out what we can claim for this financial year. A very common area people claim deductions in is car travel and other vehicle-related expenses. While there are many options available for things to claim, the Australianread more

Running a business? It’s okay not to be great at everything…
June 11th, 2019Starting and running your own business is exciting, challenging and, at times, incredibly busy. Best of all though, it can be one of the most rewarding things you’ll ever do. A common reason for setting up a business is because a person knows that they’re really good at something, and wants the potential flexibility andread more

Making the Switch from Interest-Only to Principal & Interest Finance
May 31st, 2019Home owners and investors alike are presented with such a wide variety of loan facilities these days that it can seem hard to work out what’s best in the long run, particularly when you consider your future borrowing power. The battle between Interest Only (IO) and Principal & Interest (P&I) loans may swing in favourread more

Your UK Pension Lump Sum – Could you be sitting on a goldmine?
May 31st, 2019As people move from job-to-job over their working lives, they are likely to accumulate several super funds, which now given that they are less likely to be eaten up by insurance premiums, could potentially add up to a fairly significant income stream in retirement. While many struggle to locate, consolidate and take advantage of theseread more

The ATO’s rental property crackdown – a potential audit goldmine
May 10th, 2019Do you own a rental property? Off the back of finding that the vast majority of rental property owners are making mistakes on their tax returns, the Australian Taxation Office (ATO) is now scrutinising related deductions closer than ever. This has led to the announcement of increased audit activity, in order to ensure ongoing complianceread more

Older Australians: Where are they spending their money?
May 6th, 2019As life moves forward, it is important to be more mindful of where our money goes, and how we allocate our spending. This is particularly relevant at retirement, as our regular source of income can change from wages to a pension. Recent statistics released by the Australian Bureau of Statistics outlines the spending habits ofread more

Published Content and Branding: Make the Most of Your Expertise
May 3rd, 2019Engage clients and bringing in new business leads - savvy business owners have understood for some time that positive branding and strong online presence is necessary for growing their customer base. Increasing these opportunities often leads business owners down the well-trodden paths of traditional marketing tools such as TV and radio advertising, and more recently,read more
Thinking about becoming a client?
Book your free, no obligation consultation right now via our online booking system or get in touch to find out more
Already a client and want to get in touch?
Send us an email via our enquiry form or give us a call today