Retirement Realities: It’s About Who You Become Next
Retirement planning isn’t just about money — it’s about who you become next. A reflection on the emotional, layered reality of retirement, and why good advice is never purely technical.
Can You Make It Last? Why the Cost of Living Is Forcing Retirees to Rethink Their Strategy
For many retirees, the biggest risk isn’t market volatility — it’s running out of money. As featured in The West Australian.
Why Your Exit Strategy Now Matters More Than Ever
Budget reforms to capital gains tax have changed how Australians will think about investing. The real tax risk has never been when you buy — it’s when you sell.
The Budget May Change the Vehicle, But It Doesn’t Change the Strategy
Recent Budget proposals have reignited debate around negative gearing and property investing — but we may be asking the wrong question. The real issue isn’t whether to use leverage, but where you apply it.
What to Consider When Changing or Consolidating Super Funds
Changing or consolidating your super funds is a significant decision that can impact your financial future. It’s essential to consider several factors to ensure you’re making the best choice for your unique circumstances. Here are the key aspects to keep in mind: FEES: Fees can significantly affect your superannuation balance over time. When comparing funds, […]
Navigating Investments in a High-Inflation Economy : Debunking the Property Growth Myth
As inflation remains high in Australia and the potential for further interest rate rises looms, investors face a challenging landscape. Traditional wisdom has long held that property is a surefire path to growth returns. However, in the current economic climate, it’s crucial to reassess this belief and understand the importance of creating a diversified wealth […]
Forbes – Best Way To Invest $100,000 In Australia
Read the full story – https://www.forbes.com/advisor/au/investing/how-to-invest-100k/ Jody McDonald 27 March 2023 Whether it’s from winning the lotto, an inheritance, or the profits from selling an asset—coming into a significant chunk of money creates a range of investing opportunities. But the best way to invest a large lump sum of $100,000 will depend on many factors including your […]
Why Consider a Buy Sell Agreement?
A buy-sell agreement is a legally binding contract between shareholders or business owners that outlines what happens if one of them wants to sell their shares or is forced to do so due to certain triggering events. In the context of buying a commercial property with a loan against it, there are several reasons why […]
Money Management – Why mindset coaching could benefit female clients
Read the full story – https://www.moneymanagement.com.au/news/financial-planning/why-mindset-coaching-could-benefit-female-clients Rhea Nath 27 March 2023 Female investors hold different financial drivers, beliefs and goals than their male counterparts, which need to be unpacked for a successful adviser-client relationship. According to Amie Baker, chief executive of Rekab Advice, tapping into a client’s core values and understanding their approach to money was […]
Professional Planner – Freedom, stability and security: Key values for female clients
Read the full story – https://www.professionalplanner.com.au/2023/03/freedom-stability-and-security-key-values-for-female-clients/ Callum Jones March 24, 2023 | 3.49pm Women are being underserviced by financial advice, but there are plenty of simple solutions to help improve the gender imbalance, according to a panel discussion. Speaking on a recent webinar hosted by Netwealth about empowering female clients, Verse Wealth financial adviser Ellie Fordham started […]