Thinking about managing your own super?

08-11-2016 | Wealth Creation

There’s a lot to consider when it comes to managing a self managed super fund (SMSF). Setting up a compliant fund and managing your investments takes time and can give you the freedom to have more control over your future. Of course acting as a trustee of an SMSF comes with specific responsibilities. Your SMSF must remain...

The Magic Number: How much is enough in retirement

02-08-2016 | Wealth Creation

“How much do I need to retire?” The burning question for many soon-to-be retirees, and as financial planners, the most common question we get asked.

Unfortunately, there’s no one-size-fits-all answer when it comes to retirement funding.

The dollar amount we need to retire comfortably is based on a number of variables specific to your needs, so your “magic number” can and will be quite different to someone else’s...

Is 30 too young to be saving for your retirement?

29-02-2016 | Wealth Creation

Retirement planning in your 30s is admittedly not something most early 30-somethings think about. But as we move forward and begin to settle down it’s natural to start thinking beyond the here and now.  

Your 30s puts you in a unique position from a retirement planning standpoint.  By the time you've reached 35, most of us know what we want out of life: where we want to live and our career goals.  After working for more than ten years, shockingly retirement isn’t too far away.

3 Tips to Manage Financial Matters in the Last Half of 2015

31-07-2015 | Wealth Creation

The new financial year is upon us and some of you may be feeling like nothing is going to plan.

At the beginning of this year, many economists predicted the share market racing past 6000 and interest rates rising. Property was supposed to cool down as unemployment rose. As we now know, these predictions didn’t quite reflect real market situations.

Why accumulating wealth doesn’t always mean buying property

15-06-2015 | Wealth Creation

When people start thinking about investing, the first question they ask is “what investment should I buy?” quickly followed by “shouldn’t I buy an investment property?” As the property market continues to heat up, the race to buy an investment property is on. But before rushing into the property market stop and consider the following.

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