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Posts Tagged ‘investment’
WA Property Market Update – June 2022
June 24th, 2022The end of the 2021-22 Financial Year is nearly here, and once again there has been a lot of news and updates circulating around rising interest rates and its impact on property. Since our last update, the Reserve Bank raised the cash rate a further 0.5%, bringing it up to 0.85%, and many pundits areread more
Scams and Fraudulent Investment – Protecting Your Wealth
June 1st, 2022In late 2021, we released an article on our website exploring the story of a client who nearly lost $100,000 to an elaborate and sophisticated scam (click here for that story). That situation, thankfully, ended with nothing more than a near-miss and a lesson learned. However, more recently, another fraudulent investment scam has cropped up,read more
Reverse Mortgage – Your Key to a More Comfortable Retirement?
May 26th, 2022For many Australians, the motivation to work hard and accumulate wealth is to eventually transition to a comfortable retirement. Research indicates that Australian Seniors are ranked number 1 in the world in terms of per capita net worth, however 35% are living below the poverty line. In fact, that same population group are second-worst amongstread more
WA Property Market Update May 2022
May 20th, 2022In our last WA property market update, we opened by highlighting the difference a month can make – lifted COVID restrictions, open borders, and the announcement of a federal election. Well, it’s safe to say that the passing of another month has brought with it further noteworthy changes. This time, it’s interest rates. On 3read more
WA Property Market Update – April 2022
April 14th, 2022Well, what a difference a month can make! In the March edition of the WA Property Market Update, we met the opening of the WA state border with great joy and optimism, and now that we’re in April we’ve seen a significant lifting of COVID restrictions, and the Federal election has been called for 21read more
Preparing for Retirement – Financially and Beyond
March 25th, 2022As we get a little older and start preparing for retirement - the exact picture we have in our head about what retirement looks like will differ from person to person. It might be travelling the world, spending time volunteering, or pursuing projects that are too time-consuming to tackle while you’re working. Regardless of howread more
WA Property Market Update March 2022
March 16th, 2022Since our last WA Property Market Update in February, we’ve finally seen the State’s border open up (in early March), ending the debate and waiting game around when in 2022 that might occur. Now that the hard border has come down, it appears that the sharp rise in COVID cases has been arguably less severeread more
Bonds – Diversifying your Investment Portfolio
January 28th, 2022Diversity – no matter the size and scale of a portfolio or an investor’s level of experience, diversity in an investment portfolio is often the key to managing risk and long-term success in creating wealth. In the face of a global pandemic, share markets present volatility and uncertainty, not something investors typically look for. Forread more
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