partners for life
Posts Tagged ‘personal finance’
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
Making Good Financial Decisions at a Young Age
September 10th, 2021Our society's youth - rarely does the mention of this demographic spark visions of careful financial management and wise decision-making. But why not? There is no reason people can't begin to lay the foundations for a viable wealth creation strategy from a young age, and education and planning and good financial decisions are the keys.read more
Refinancing your Home Loan in the Current Economy
June 14th, 2021It goes without saying (though we’ll say it anyway) – savvy homeowners understand the benefits of refinancing their home loan. Unlock equity in your loan to fund a major purchase, reduce your repayments, or reduce your total loan amount to get your mortgage paid off sooner. No matter your reasons for looking into refinancing, theread more
My Term Deposit is About to Mature – What are my Options?
February 19th, 2021Term deposits have been a staple of many people’s wealth portfolio for a long time. However, with interest rates slashed in recent years, we are now seeing the banks (especially the “Big 4”) offering miserly interest rates of around 0.5% per annum. This is now lower than the rate of inflation, so term deposit investorsread more
Getting Back on Financial Track Post-Christmas
January 17th, 2020The big-spending overindulgence of the festive period can often leave people well and truly in the red. The financial ‘hangover’ associated with spending too much money on Christmas presents, family gatherings, and all the little bits in between may even linger beyond the first few weeks of the new year. Savings are down, credit cardread 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