It’s the most wonderful time of the year. It’s summer; there’s plenty of parties on the horizon; a work bonus is on the cards; and sales are everywhere. What’s not to love about the lead-up to the festive season? Is it that you’ve put on too much of the holiday spend on your credit card?…
Every generation thinks life will be different – and of course, each one is right – but when it comes to planning for the future, while we’re young we have a habit of thinking there is still plenty of time. After all, when you’re in your mid-thirties or even early forties, retirement is still decades…
Life is busy, between maintaining your family life, career, keeping fit and going to the gym, keeping up your social life and maybe finding time for a holiday; it’s hard to fit everything in! “Budget, Super, Insurance, Mortgage, Finances, Estate planning; what do I need? I haven’t looked at it, I’m too busy can you…
Do you have a small business with a partner or a family owned business and it’s a business that will continue after you have decided to exit or retire? Do you have a succession plan in your business? Somewhere around 70% of small businesses do not have simple agreements in place to protect the…
We’ve all seen the headlines – ‘Housing affordability crisis’, ‘Will Gen Y ever own a home?’, ‘Young buyers turn to bank of mum and dad’ etc. Yet despite media reports of an ‘affordability crisis’ in the Australian housing market, recent research1 shows that one in every five Australians owns an investment property – an increase…
