partners for life
Posts Tagged ‘planning’
Securing the Next Generation’s Financial Future
April 21st, 2023You’ve worked hard, made smart financial decisions, and are living comfortably on the wealth you’ve accumulated – but what about the next generation? For many of us, a primary motivator behind growing and securing wealth is looking after our family, so that even after we’re gone, they have a secure financial future to look forwardread more
A Fine Line Between Pleasure and Pain – Addressing Small Business Challenges
February 8th, 2023In the current economy, there are numerous challenges confronting Australian small businesses. We hear so often from our clients around the day-to-day challenges they face whilst trying to remain profitable and continue to enjoy what they do. Businesses in all manner of industries from medical to mining, hospitality to construction, and everything in between, areread more
WA Property Market Update January 2023
January 27th, 2023Happy New Year! Throughout 2020, 2021 and 2022, the COVID-19 pandemic impacted economies and markets across the world in very different ways. In that time, however, the WA property market performed well. Median house prices rose from $485,000 to $545,000 (+12%), with a lack of supply being the major driver of this. We’re continuing ourread more
WA Property Market Update December 2022
December 23rd, 2022The end of the year is upon us! And with that, we wave goodbye to a year full of challenges, optimism, opportunities, and everything in between. In the property market, we’ve seen the market turn from strong value growth to a noticeable cooling off – prompted largely by consecutive interest rate rises courtesy of theread more
Commonwealth Seniors Health Card – Eligibility Update
October 19th, 2022If you or someone you know is approaching, or has reached, retirement age, you may have come across the Commonwealth Seniors Health Card (CSHC). This card gives holders access to benefits that may reduce the burden of medical bills as they grow old, but those with retirement income over a pre-defined threshold are not eligible.read more
Combatting Rising Retirement Costs
September 23rd, 2022Throughout 2022, much has been made of the impact of growing inflation, rising interest rates, and cost of living pressures on businesses and families – but perhaps less attention has been given to retirement costs. Single retirees in particular have felt the strain, but no matter the living situation, the average Aussie retiree is nowread more
Action Items to Navigate a Tough Economy
September 9th, 2022There is a lot going on at the moment that is contributing to increased pressure and stress on household budgets and businesses alike. With rising inflation prompting several interest rate rises and increased cost of living pressures, many Australians are looking for practical, actionable ways to improve their situation. Here we have some action itemsread more
UK State Pensions: Mitigating the Impact of Inflation and Market Volatility
August 11th, 2022Rising inflation across the globe is having an impact on just about every industry, family and business. This includes property market dynamics, rising home loan repayments, strained household budgets and the rising cost of living. UK expats looking to claim the State Pension in Australia may also feel the effects. If you have previously workedread 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