partners for life
Posts Tagged ‘personal finance’
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
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
Received a Large Windfall of Cash? Here’s What to Do Next
December 10th, 2021If you’ve been paying attention to the news in WA recently, you’ll likely have come across the story of 55 members of a lottery syndicate who scored themselves around $1.4 million each. It’s a story that has brought some welcome good news to the headlines, and especially in the leadup to Christmas we suspect itread more
WA Property Market Update – September 2021
October 29th, 2021Welcome to another WA property market update from McKinley Plowman – apologies for the delay on our September edition! As they say, good things come to those who wait, and we have an update that we think you’ll enjoy. As we normally do, we’ll visit the commercial and residential sectors of the WA property market,read more
Thinking about becoming a client?
Book your free, no obligation consultation right now via our online booking system or get in touch to find out more
Already a client and want to get in touch?
Send us an email via our enquiry form or give us a call today