partners for life
Posts Tagged ‘planning’
Is it Time for a Brand Refresh?
May 6th, 2022Throughout the journey of owning and operating a business, things change all the time. Customers come and go, demand for what your business provides can fluctuate, or more recently a global pandemic can force significant changes to how businesses operate. What tends not to change so often is a business’ brand. A brand refresh canread 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
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
Embracing Holistic Personal Future Planning
October 6th, 2021For better or for worse, people tend to focus on their financial position and material goods when planning for their future – “I want to have $x in the bank by the time I’m 45”; “I want three investment properties on the go before I retire”; “If I’m not earning six-figures in the next fiveread 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
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
Preparing for Retirement – What Should you Have in Place?
October 11th, 2019Retirement means different things for different people – it could be an opportunity to travel, spend more time with family, take up new hobbies, or just take it easy for a while; knowing you’ve earned every bit of it after many years in the workforce. But when you’re gearing up for the end of yourread more
Private Companies and Discretionary Trusts – How can these Affect your Retirement?
November 12th, 2018Discretionary trusts and private companies are used extensively by small and medium sized business owners and families, and have been proven to provide tax effective strategies during business and working lives. However, there are implications in retirement around means testing, including for pensions and fees for aged care. Case Study In a recent case, aread 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