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The secret to building a $1m-plus super fund as a woman

Our super talented senior financial adviser, Sharon Goodwin, has shared her expert insights in an article featured in the Australian Financial Review! A must-read for all women! Download the full article here or click below:

Our son is demanding an early inheritance. Should we give it to him?

It’s not always a good idea, but there are ways that make it watertight and fair to everyone. Our Senior Financial Adviser Sharon Goodwin shares her expert insights in this recent AFR article by Penny Wise. Download the full article here or click below:

How is cryptocurrency taxed in Australia?

One of the most common questions clients are asking us now is: How is my crypto taxed? Many people unfortunately don’t understand that a cryptocurrency is just like any other investment. Whether you’re currently involved in a cryptocurrency like bitcoin, or considering buying a cryptocurrency, it’s important you understand the tax implications before investing. While […]

Understanding Lenders Mortgage Insurance

Purchasing a property without a sufficient deposit can lead to costly Lenders Mortgage Insurance. However, it’s also possible that the time you’re taking to save up for the deposit will actually result in you spending more on your home.  Why is this?  When buying a home in Australia, buyers who wait until they have enough […]

Newcastle and Lake Macquarie Real Estate Investment in 2022

Now a new year is upon us, you may have already started planning what your 2022 financial goals are going to be. You may be considering saving for a holiday, clearing your debts or you may be preparing to make bigger steps and reach new milestones this year. If you’re thinking about the latter, your […]

The Ultimate Financial Checklist for 2022

As we settle into a new year and shake our heads at how fast the last 12 months have come and gone, most of us will be thinking about the coming year and the things we would like to achieve. Don’t forget to include money on your list of new year’s resolutions! Here are 12 […]

5 of the Most Common Financial Goals to Consider for 2022

A brand new year means a fresh, new start. Do you know what else it means?  New goals!! The last two years have been challenging, but 2022 is going to be amazing – and you can make it even more incredible by setting goals that challenge and reward you. As we work our way into […]

3 Tips to Help You Retire Early

Despite being years away from the average retirement age, it’s the dream of many hardworking individuals to achieve an early retirement.  You may have heard of the FIRE movement – Financial Independence, Retire Early.  FIRE is a movement of people dedicated to extreme saving and investing, in a way that allows them to retire far […]

What You Need to Know About Making a Downsizer Contribution

You may be someone approaching your retirement days or already living the retirement dream. Either way, you might have noticed some changes in your living situation and lifestyle.  Many retirees begin to realise that their current home isn’t necessarily the right fit for their new retirement lifestyle. Commonly, retirees realise their home is simply too […]

3 Factors to Consider Before Hiring a Financial Adviser

It is a common goal for many Australians to achieve financial security for themselves and their family. Many people will find this far easier with a financial adviser by their side. In partnership with a financial adviser, you have the opportunity to improve your finances and get on track to achieving the dream of financial […]