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Five reasons to refinance your home loan
Financial Planning, Individuals  |   October 3, 2019

Five reasons to refinance your home loan

Many people regularly make the mistake of selecting a home loan and riding out whatever the original loan terms and its prevailing interest rate dish up. What people may
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Property in your SMSF
Accounting, Individuals  |   July 1, 2019

Property in your SMSF

One of the main reasons Self-Managed Superannuation Funds (SMSFs) are so popular among Australians is that they provide greater choice and flexibility to members for inv
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To renovate or to upgrade – which is best?
Financial Planning, Individuals  |   June 17, 2019

To renovate or to upgrade – which is best?

Most of us will live in two or three family homes during our lives. You might find that over this time needs change as does your capacity to meet those needs. So when th
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Corporate superannuation
Financial Planning, Individuals  |   June 10, 2019

Corporate superannuation

What can you tell your employees about super?Being asked for advice is a recognition that your employees respect your views and knowledge. It can be flattering and y
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The art of downsizing
Financial Planning, Individuals  |   May 27, 2019

The art of downsizing

The kids have finally left home and now you’re rattling around in a house way bigger than you need. If it’s time to think about downsizing, there’s more to it than
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Adult kids still at home?
Financial Planning, Individuals  |   May 23, 2019

Adult kids still at home?

Remember a time when kids couldn’t wait to leave home so they could have their own place and be independent. Those days are definitely over with one and half million a
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Baby budgeting
Financial Planning, Individuals  |   April 1, 2019

Baby budgeting

Greeting a new family member is exciting, but with so many aspects of your life changing, when it comes to your finances, planning ahead can make the transition so much
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Your home loan got rejected…now what?
Finance, Individuals  |   January 10, 2019

Your home loan got rejected…now what?

Whether it’s due to over-enthusiastic lenders or desperate borrowers, there has been a tightening to lending criteria being applied to borrowers due to the need for
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Improve your chances of getting a home loan
Finance, Individuals  |   December 12, 2018

Improve your chances of getting a home loan

Scrutiny over lending behaviours unearthed by the Royal Commission into Banking and predictions of falling house prices have prompted market commentators to suggest i
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Lifechanging: how financial management tools and the right advisor can change the game
Financial Planning, Individuals  |   December 11, 2018

Lifechanging: how financial management tools and the right advisor can change the game

With a mortgaged property, two young children to provide for, and credit card debt to pay down, Kerry and Terrance wanted to work with a financial planner to set some
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