Articles

The festive season brings together families and important decisions

The festive season brings together families and important decisions

As we approach the end of another year, many people will be looking forward to the festive season and the chance to slow down and catch up with family, particularly older parents. Busy lives and distant homes can make it easy to feel out of touch. But this may be a time when adult children […]

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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