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Posts Tagged ‘personal finance’
Maximising Wealth: How a Family Office Structures and Manages Major Transactions
November 1st, 2024For high-net-worth families, wealth management isn’t just about protecting assets, it’s about making strategic decisions that foster long-term growth and sustainability. A family office serves as a centralised structure, allowing affluent families to take control of their wealth, family succession and philanthropic goals. Whether it’s capital investment, managing private equity, or acquisitions, a family officeread more
Investment Scams in Australia
October 16th, 2024Investment scams are becoming increasingly prevalent and devastating in Australia, costing $1.3 billion last year alone. Though they may not occur as frequently as other types of scams, the financial losses are often substantial. Scammers are becoming more sophisticated, exploiting new technologies and financial trends to lure victims. Crucially, there are steps you can takeread more
Navigating Retirement Costs with the Latest ASFA Retirement Standard
September 13th, 2024As you plan for retirement, understanding the financial requirements for your desired lifestyle is crucial. The ASFA Retirement Standard has been the go-to resource for exactly this purpose for 20 years, offering detailed guidance on the costs associated with modest and comfortable retirements. This standard not only helps individuals and couples plan financially but alsoread more
Harmony & Prosperity: Managing Wealthy Family Dynamics
August 23rd, 2024Managing the dynamics within a wealthy family can be complex and challenging, especially when significant wealth and business interests are involved. High-net-worth (HNW) families often face unique issues that can lead to conflicts if not properly managed, potentially putting assets – and more importantly, relationships – at risk. The good news is, despite the potentialread more
A Guide to Moving Assets Into and Out of Australia
August 9th, 2024Australia is one of the best places to live. Speaking as a migrant, the quality of life is second to none, with amazing beaches, weather and a lifestyle to match. Not only does Australia offer an incredible lifestyle but it also provides a world class healthcare system, economic stability and abundant opportunity. It is noread more
WA Property Market Update July 2024
July 31st, 2024Welcome to the July 2024 WA Property Market update. As we enter the second half of the calendar year, there are a number of noteworthy economic factors influencing both the residential and retail property sectors across WA. Affordability, house values, rental prices, and the cost of retail spaces for businesses are all hot topics, andread more
Timing Your Switch Between a Variable & Fixed Rate
July 19th, 2024Switching your home loan can be a strategic move to save money and gain financial flexibility – and deciding whether to switch your mortgage between a fixed interest rate and variable interest rate is a significant decision that requires careful consideration of a number of factors. Interest rates and inflation, the property market and homeread more
Should You Pay Down Debt or Increase Your Super Balance?
July 2nd, 2024For Australians with a home loan, or other significant debt, to pay it down and watch your loan balance gradually reduce is a well-trodden path. So, too, is seeing your superannuation balance gradually increase as your employer makes contributions. But where does that leave us in 10, 20, 30+ years from now? Those with cashread more
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