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Posts Tagged ‘wealth creation’
UPDATE: UK State Pension Top-Up Deadline
June 16th, 2023Eligible UK expats and Aussies that worked in the UK have been granted extra time to top up their UK State pension entitlements. The initial cut-off date for new rules impacting the amount you can top up was initially slated for 5 April 2023 and then subsequently pushed back to 31 July 2023. Given theread more
Family Office – Growing & Protecting Significant Wealth
May 31st, 2023In our article and newsletter content here at McKinley Plowman, we often touch on the importance of managing one’s finances effectively. This typically involves getting the basics right – setting a budget, making well-informed financial decisions, engaging with an adviser, and so on. While these are relevant for just about everyone, there are additional layersread more
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
The Importance of a Long-Term Investment Perspective
February 17th, 2023As a member of a super fund or an investor, you may have seen some significant events in the past few years that have disrupted global markets, such as COVID-19, decade high inflation and interest rate rises. These events can make you feel uncertain about your investments and financial position. While it is understandable toread 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
Post-Festive Season Budgeting: Start 2023 on the Right Financial Foot
December 13th, 2022Exceeding your budget during the festive season isn’t unusual – as we've covered in an article in January 2020: Getting Back on Financial Track Post-Christmas. While many can eventually get on top of their debt, and financial stress and uncertainty about the year ahead isn’t unmanageable, but imagine how great you’ll feel if you takeread 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
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