INSIGHTS

As you may recall, we previously launched the first part in our commentary on Succession Planning and the importance of establishing the right strategies, which accurately reflect your wishes.

Topics: financial plan, wealth plan, Succession, Retirement, Exit Strategy, small business CGT concession

Since the start of this calendar year, and certainly since the Federal election, the topic of interest rates, and what direction they will move in, is always popular at social and business functions. Maybe it’s an easy topic for small talk, as everyone has an opinion and people are really interested in knowing (or guessing) the movement up or down and which central bank will be next to cut.

Topics: wealth management

As we head into the federal election, one of the more contentious policy announcements has been the removal of refunding franking credits, in certain circumstances.

Topics: wealth management

There has been plenty of media coverage lately on the property bubble, the property downturn, the property headwinds, first home buyers, too many units and many other click-bait-orientated headlines. 

Topics: property investment

Following on from my previous blog, Financial Advice for 30 Somethings, I thought I would touch on financial considerations for people in their 40s.

Topics: financial plan brisbane

The love affair between Australian individuals and their bricks and mortar properties is well known and will continue to be part of our culture in the future.

Topics: property investment, alternative options to investing in property

Whether you are making your first plunge into the investment market, or due to unforeseen circumstances you need to start investing later in life, there are some basic tips outlined below that you should consider before starting your investment process.

Topics: new investors, investment strategies, financial plan brisbane

We were lucky enough to have Chris Weldon, Portfolio Manager from Davis Advisors, New York; visit our offices recently to discuss the benefits of international investments and how they can play a role in a diversified portfolio.

Topics: international investing, accessing multinational investment opportunities

For most Australians, the greatest amount of financial pressure will take place from age 30 to 40. Getting married, higher education (or paying it off), mortgage repayments, career breaks and providing for children can make controlling the weekly cash flow difficult during this time.

Topics: budget, household budget, saving in 2017

Trump won ... it happened ... so now what?

Topics: US election