How to protect assets in your own name
Australia is becoming a more litigious society with more people considering suing and more lawyers opting to take on their cases for no upfront fee. While the number of lawsuits…
Why You Should Set Up a Family Trust
There’s a common saying that you should ‘begin with the end in mind’ – this is especially true for property investment. The problem is that too many investors begin their investment…
Warning: Does one spouse deal with all financial matters?
It’s quite common for one spouse to assume the primary responsibility for managing household finances. Naturally, if one partner possesses a natural inclination or proficiency in financial matters, it’s logical…
7 money tips to super charge your finances
The maths behind financial independence is incredibly simple. But, if that’s the case why do so few Australians achieve financial freedom? It’s not for the lack of knowledge – there…
To sell or not to sell is the question for moving into aged care
Moving into residential aged care can trigger a range of emotions, particularly if it involves the sale of the family home. What is often a major financial asset, is also…
11 ways to improve your financial fitness
Today I’d like to offer a list of simple strategies that can help Australians improve their financial fitness. If done properly, this includes assessing all aspects of personal finances, including…
Doing Nothing Isn’t a Financial Plan
“I don’t know what to do.” I’ve heard those words a lot over the years. Smart, successful people with good educations would sit across from me and tell me they’d…
Enjoy the now and secure your future
Managing your financial situation always involves tension between how you live your life now and preparing for your future – whatever that looks like. The worry about not getting the…
Use EOFY to set your next 12 months up for success
At this time of year, many property investors feel overwhelmed by the extra tax admin suddenly looming over them. However, if you switch your wintery end of financial year (EOFY)…
