Articles

Economic Update with John Abernethy

Economic Update with John Abernethy

Following excellent feedback from clients who have attended a previous session with John, we are lucky to have secured him for another update. With high interest rates and potential economic slowdown, you may be wondering what that will mean for you and your investment portfolio. It’s a great question, so once again we welcome one […]

Transition to Retirement: Retirement You Can Ease Into

Transition to Retirement: Retirement You Can Ease Into

Planning for the golden years of retirement can be as exhilarating as it is daunting. For many Australians, the traditional image of retiring – completely stopping work and entering a life of leisure – might seem a distant dream or even an unappealing prospect.  But the truth is, retirement doesn’t have to be an all-or-nothing […]

Selling Investment Property: Taxes and Costs of Keeping vs Selling

Selling Investment Property: Taxes and Costs of Keeping vs Selling

Investment properties are a significant portion of many Australians’ portfolios. Not surprisingly, a common question we get asked—especially lately, in light of changing tax and legislation around investment properties—is, “Should we sell our investment property?”  When it comes to selling investment property, it’s crucial to be well-informed about the potential financial impacts. Let’s delve into […]

Preparing to Retire: 11 Tips to Enjoy Your Retirement

Preparing to Retire: 11 Tips to Enjoy Your Retirement

When pondering your retirement lifestyle, many people primarily focus on the financial aspect. They think about funding an abundant retirement and often get stuck on the amount of money they’ll have.  During your retirement lifestyle planning it’s essential to keep in mind that this money is meant to support a lifestyle. So, in reality, retirement […]

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