partners for life
Posts Tagged ‘budgeting’
Aged Care Financial Advice (Part Two – Entering Residential Aged Care)
December 4th, 2023Whether for yourself or a loved one, making the decision to enter residential aged care is a significant step in life. The residential aged care system can be complex to navigate, and doing so without proper advice and planning makes it all the more difficult. In part one of this Aged Care Financial Advice series,read more
Financial Advisers: Your Partners in Wealth (Part One – The Foundation of Smart Investing)
October 4th, 2023In a world filled with financial challenges and uncertainties, having a trusted financial adviser makes a significant difference in achieving your long-term financial goals. As we navigate through the spectre of a global recession and rising inflation in 2023 and beyond, the importance of financial advice has never been more evident. Just three years followingread more
Tax Lessons Learned from the 2023 Women’s World Cup
August 22nd, 2023Just like that, the Women’s World Cup is finished! Over the past month, we’ve seen an impressive run to the semifinals from the Aussies, a few favourites knocked out early, and some intense competition on the pitch. And wouldn’t you just know it, we’ve learned a few tax-related lessons along the way! If you’re readyread more
How Much Income do I Need to Retire?
July 5th, 2023Many Australians have a clear picture of the lifestyle they want to enjoy when they retire, but perhaps less is understood about the level of income required to achieve it. Whether you envision buying a brand-new caravan to set off around the country, construct a workshop out the back of your home to focus onread more
Forecasting for Business Growth
June 9th, 2023In the business world, knowledge is a powerful asset. While we can't rely on a crystal ball for predictions, it is undeniably important to forecast the financial performance of your business. In fact, forecasting should be an integral part of your operational strategy. Successful business owners recognise the value of historical data, strategic planning, andread more
Family Office – Growing & Protecting Significant Wealth
May 31st, 2023In our article and newsletter content here at McKinley Plowman, we often touch on the importance of managing one’s finances effectively. This typically involves getting the basics right – setting a budget, making well-informed financial decisions, engaging with an adviser, and so on. While these are relevant for just about everyone, there are additional layersread more
End of Financial Year Preparations – Race to the Finish Line
May 19th, 2023At this time of year, we find ourselves having regular discussions with clients about best business practice for end of financial year preparations. This can include end of year payroll, transitioning to cloud-based software for the first time, changing software providers, or simply reviewing data file accuracy. The key for business owners is to beread more
McKinley Plowman’s Tax Time Tips
April 27th, 2023June 30 is fast approaching, and with it – tax time. While this isn’t a time of year many people get excited about, the potential for a tax refund may be something to look forward to. Even if you aren’t likely to get a refund, legally reducing your taxable income to minimise your tax liabilityread more
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