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Posts Tagged ‘spending’

Market Volatility Update – June 2022

June 16th, 2022

As you would have witnessed over the recent period, investment markets have been extremely volatile. We wanted to take the opportunity to provide you with some context and emphasise the importance of reflecting on investment fundamentals during such challenging times. In this regard, we wish to provide several important insights on prevailing macroeconomic conditions andread more

Scams and Fraudulent Investment – Protecting Your Wealth

June 1st, 2022

In late 2021, we released an article on our website exploring the story of a client who nearly lost $100,000 to an elaborate and sophisticated scam (click here for that story). That situation, thankfully, ended with nothing more than a near-miss and a lesson learned. However, more recently, another fraudulent investment scam has cropped up,read more

Reverse Mortgage – Your Key to a More Comfortable Retirement?

May 26th, 2022

For many Australians, the motivation to work hard and accumulate wealth is to eventually transition to a comfortable retirement. Research indicates that Australian Seniors are ranked number 1 in the world in terms of per capita net worth, however 35% are living below the poverty line. In fact, that same population group are second-worst amongstread more

Is it Time for a Brand Refresh?

May 6th, 2022

Throughout the journey of owning and operating a business, things change all the time. Customers come and go, demand for what your business provides can fluctuate, or more recently a global pandemic can force significant changes to how businesses operate. What tends not to change so often is a business’ brand. A brand refresh canread more

A Guide to Refinancing Your Business Loan

April 8th, 2022

As we covered in our recent guide to refinancing your home loan, changing circumstances should prompt a review of your loans with a view to getting the best deal you can – and your business loan is no different. Business owners can attest to the importance of maximising cash flow, reducing overheads and boosting theread more

Preparing for Retirement – Financially and Beyond

March 25th, 2022

As we get a little older and start preparing for retirement - the exact picture we have in our head about what retirement looks like will differ from person to person. It might be travelling the world, spending time volunteering, or pursuing projects that are too time-consuming to tackle while you’re working. Regardless of howread more

Received a Large Windfall of Cash? Here’s What to Do Next

December 10th, 2021

If you’ve been paying attention to the news in WA recently, you’ll likely have come across the story of 55 members of a lottery syndicate who scored themselves around $1.4 million each. It’s a story that has brought some welcome good news to the headlines, and especially in the leadup to Christmas we suspect itread more

How Much Income do you Need to Retire Comfortably?

November 17th, 2021

Many Australians seem to have a pretty good idea of the lifestyle they want to enjoy when they retire. For some it’s a brand-new caravan to set off around the country. For others, it’s having enough in the bank to add a workshop out the back and start making things. Maybe your vision for retirementread more

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