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Posts Tagged ‘financial planning’

The Impact of Interest Rates on Your UK Pension Transfer

February 23rd, 2024

Following several years of the RBA keeping Australia’s Cash Rate Target below 1.00%, successive interest rate rises throughout 2022 has seen the cash rate reach highs not seen in over a decade. While the focus on rate rises is the impact on inflation, the stock market or local property markets, less is understood about theread more

Overseas Retirement for Australians – How to Navigate New Horizons

February 21st, 2024

Embarking on a new chapter in life, overseas retirement presents a unique opportunity for Australians to enjoy a newfound freedom and exploration. As Aussies leave the workforce, the allure of extended travels or even relocating abroad permanently to spend their post-career years requires a careful approach to planning, some parts of which aren’t present inread more

Financial Advisers: Your Partners in Wealth (Part Three – Optimising Tax, Super, and Beyond)

November 1st, 2023

In the first two parts of this series, we touched on the fact that the scope of a financial adviser's role has evolved beyond simply managing investments, now taking on a more holistic, comprehensive approach to serve the complex needs of clients. This evolution includes offering guidance on emotional financial decisions, like planning for Agedread more

Is it Time for a Personal Insurance Review?

September 6th, 2023

When was the last time you conducted a personal insurance review? If you can’t remember, or never have, it’s been too long! Over the past few years of ups and downs – COVID, inflationary and cost of living pressures, global conflict, and more – people have naturally started thinking quite seriously about what they wouldread more

How Much Income do I Need to Retire?

July 5th, 2023

Many 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

UPDATE: UK State Pension Top-Up Deadline

June 16th, 2023

Eligible UK expats and Aussies that worked in the UK have been granted extra time to top up their UK State pension entitlements.  The initial cut-off date for new rules impacting the amount you can top up was initially slated for 5 April 2023 and then subsequently pushed back to 31 July 2023. Given theread more

Family Office – Growing & Protecting Significant Wealth

May 31st, 2023

In 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, 2023

At 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

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