partners for life
Posts Tagged ‘personal finance’
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
WA Property Market Update September 2023
September 29th, 2023As we transition out of September and into the last quarter of 2023, the Western Australian property market demonstrates a dynamic landscape for prospective buyers and investors. We’ve now seen three consecutive months of the RBA holding interest rates steady (currently at 4.10%), and with it a sense of calm and increased economic certainty. Theread more
Is it Time for a Personal Insurance Review?
September 6th, 2023When 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, 2023In 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
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
WA Property Market Update June 2023
June 30th, 2023The 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
Understanding Near-Prime and Non-Conforming Specialist Loans
June 14th, 2023If 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, 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
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