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Posts Tagged ‘money’

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

WA Property Market Update August 2023

August 29th, 2023

In the ever-evolving Australian property market, the echoes of national macro-economic factors reverberate throughout each region, and prospective buyers, investors, and homeowners find themselves amidst a landscape marked by both challenges and opportunities. The relationship between inflation, interest rates, and supply-demand dynamics combine to shape the course of the residential and industrial property sectors alike.read more

Tax Lessons Learned from the 2023 Women’s World Cup

August 22nd, 2023

Just 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, 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

WA Property Market Update June 2023

June 30th, 2023

The cold weather is upon us here in WA, and the property market certainly hasn’t bucked the trend by warming up. The RBA’s interest rate rises in May and June caught quite a few off-guard, especially as even many of the most conservative commentators predicted at least a minor reprieve. The knock-on impact of thisread 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

Understanding Near-Prime and Non-Conforming Specialist Loans

June 14th, 2023

If you’ve ever applied for a loan, particularly a mortgage, you’ll be aware of the hoops you’re required to jump through to get a loan approved by a lender, even if you decide to go with a broker. There are documents to provide, budgets to complete, and often a significant deposit to put down. 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

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