Blog
Introducing our Tax & Estate Planning Team
Feb 2, 2016
Our Specialist Tax and Estate Planning (STEP) team is led by Partner and Tax Counsel, Paul Williams who is a solicitor of the Supreme Court of New South Wales and a Chartered Tax Advisor with the Taxation Institute of Australia.
Will I have enough to retire?
Feb 1, 2016
It would be wonderful if there was a way to accurately predict how long you’re going to live, precisely what’s going to happen in terms of inflation, real estate and other economic influences during your retirement and exactly what you’re going to do (and how much money you will need to do it) every day for the rest of your life.
Longevity
Jan 29, 2016
In its response to the 2015 Intergenerational Report the Financial Planning Association (FPA) has called on the Government to encourage more Australians to seek the services of a financial planner in order to help better fund their own retirements.
Investment Property Depreciation Schedules
Jan 20, 2016
80% of Australian property investors do not claim their full depreciation entitlement on investment properties – are you one of them?
Short term thinking
Jan 17, 2016
When we look back on decisions we have made in the past “Hindsight” is a common word used to describe what could have happened if we had made different choices.
Financial habits of successful people
Jan 14, 2016
Financial success is not an accident and it’s not about luck. Instead, it’s all about planning for the future and developing great financial habits along the way. Here we discuss five financial habits of very successful people, plus a few non-financial ones.
Peace of mind
Jan 12, 2016
When life throws a curve ball, it can do major damage to your lifestyle and financial security, or it can be batted away, allowing life to go on as normally as possible, and loved ones to feel the same security that they always did. That is the purpose of personal insurance – it turns a negative experience into a positive outcome.
What is a Financial Planner?
Jan 10, 2016
A Financial Planner is a person who gets you to think about what you want to achieve out life by developing a plan to make your goals a reality.