Introducing our new lending team
We’re pleased to share the exciting news that we can now offer our clients dedicated home loan and lending services.
We’re pleased to share the exciting news that we can now offer our clients dedicated home loan and lending services.
Implementation of the New Aged Care Act has been delayed until Nov 1 2025, giving families a short window to review their aged care strategy and save significant money on residential care costs.
A string of recent high profile cyber security breaches among trusted Australian brands like Optus and Medibank Private and most recently, a limited number of retail superfunds, has shone a light on how important it is to do everything you can to keep your personal and financial information safe.
Global markets took a hit after US President Donald Trump announced sweeping tariffs, under the banner of “Liberation Day.” While headlines described billions being “wiped” from markets, it’s worth noting the S&P 500, even after the drop, is still up over 18% from levels just three years ago.
For most of our clients the cost-of-living announcements will be beneficial, while for the retirees receiving Centrelink pensions, the unfreezing of deeming rates is something to monitor.
Timing the market is difficult and fraught with risk. Instead “time in the market” is the best approach for long-term investors who need consistent returns over different time horizons.
There are many practical and financial matters to consider amidst the emotional strain of losing a loved-one, particularly a spouse or partner.