What are your financial resolutions for 2019?

Wealth Creation

What are your financial resolutions for 2019?

December 20th, 2018

It’s early January – the festive season and New Year’s celebrations are done and dusted. Now is the time of year we’ve all fielded the age-old question: “What are your New Years’ Resolutions?” For some it may be losing weight, getting a better job, hitting a personal milestone or climbing Mt Everest; but we couldread more

Private Companies and Discretionary Trusts – How can these Affect your Retirement?

November 12th, 2018

Discretionary trusts and private companies are used extensively by small and medium sized business owners and families, and have been proven to provide tax effective strategies during business and working lives. However, there are implications in retirement around means testing, including for pensions and fees for aged care. Case Study In a recent case, aread more

Market Watch October 2018 – Volatility

October 12th, 2018

Over the past week or so, global share markets have fallen significantly due to growth concerns. One of the catalysts is the concern that rising US longer-term interest rates could lead to slower US and global economic growth, while another is the ongoing concern that the US-China trade frictions could develop into a more significantread more

What are Australians Spending Their Money on?

September 5th, 2018

Often in life, you have to find a good balance between spending money on the things you need; the things you want; and saving some for a rainy day. Dividing up your income in this manner makes for some interesting statistics – particularly when you segment it demographically. Read on to find out how differentread more

Moving Away in your Retirement Years

August 2nd, 2018

Retirement often gives people a level of freedom they’ve never experienced – and those leaving the workforce can take advantage of extended travel, or even moving abroad altogether. Spending your post-work life in a new place can be exciting, enriching and perhaps a bit daunting, but there’s something to be said for a change ofread more

McKinley Plowman Payment Gateway – Now Available!

June 25th, 2018

The McKinley Plowman Payment Gateway is now open! At McKinley Plowman, we’re always looking for ways to make your life a little easier. With this in mind, we’re excited to introduce our new Payment Gateway, which allows you to make credit card payments to us 24/7, over a 100% secure network that complies with theread more

Update – Banking Royal Commission

May 7th, 2018

The revelations coming out of the Royal Commission, initially focussed on the Banks and AMP, have been damning. With this in mind, it is worthwhile to make a few comments on the findings so far and where we as a business stand on these issues. Focus of Royal Commission A major focus is the conceptread more

Market Watch – Volatility

April 4th, 2018

The volatility of markets around the world naturally leaves investors concerned about the security of their investments. While this is understandable, it is also critical to understand why markets are volatile, how to manage the impact of volatility in the market, and the implications of cashing out your investments. Why are markets volatile? Many thingsread more

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