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Wealth Creation

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

First Home Buyers’ Super Deposit Opportunity

March 21st, 2018

A major roadblock for people trying to get into their first home is saving up a sizeable deposit, however legislation has recently passed that will enable eligible first home buyers to save for their deposit through the First Home Super Saver Scheme (FHSSS). The scheme aims to help participants accumulate a larger deposit when comparedread more

Recent Market Movements, and What They Could Mean for Your Investments

February 15th, 2018

You’ve probably heard about the recent decline in the US stock market and its flow-on effect to Australian shares. So what does it all mean for your investments and goals? Recent market movements at a glance On Friday February 2, US sharemarkets began a much anticipated pullback from record levels, prompted in part by fearsread more

Bitcoin – Investment Goldmine or Risky Business?

January 11th, 2018

No less than a couple of years ago, few people had even heard of Bitcoin, let alone been able to predict its meteoric rise in value. Its recent surge has prompted many to jump on the Bitcoin bandwagon and invest their hard earned money into the cryptocurrency. On one hand, the rising value of Bitcoinread more

The Importance of Insurance Planning

December 22nd, 2017

Getting injured or falling ill is more than just a disruption to your daily routine, it can also put your hard-earned wealth at considerable risk. By implementing a well thought out risk strategy, you and your family can have peace of mind and reassurance that even through tough times you will be able to focusread more

Top Tips for Rental Property Owners

December 13th, 2017

Investing in property is one of the most common investment routes people take to increase wealth and grow their asset portfolio. However, rental properties can be challenging to manage, especially when it comes to gathering and keeping the right documents, claiming expenses and the rental process. Complying with tax laws and renting your property outread more

Understanding estate planning and testamentary trusts

November 28th, 2017

In the unfortunate yet inevitable circumstance of a person’s death, it is crucial for proper estate planning to be in place to help alleviate any further stress upon those left behind at such a difficult time. The purpose of estate planning is to develop a strategy to manage a person’s assets after they pass away,read more

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