Helping the next generation into the property market
Clearing HECS debts and benefiting from a family guarantee helped the kids of our clients get a foot on the property ladder, while increasing their buying power.
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Clearing HECS debts and benefiting from a family guarantee helped the kids of our clients get a foot on the property ladder, while increasing their buying power.
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.
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.
Romance may be in the air, but it’s not all wine and roses when two people combine their finances and aspirations in the name of love. According to Relationships ...
Spending time relaxing and talking with family and friends over the holidays can make us reassess our goals and priorities. Many of us make resolutions which don’t last more than a month. In this article we explore what helps to make new habits stick.
Trump’s US election win, securing both the popular vote and the electoral college, signals a renewed focus on a conservative economic agenda centred on tax cuts, deregulation, and a strong stance on trade.
Spending time with younger generations provides plenty of opportunity to shape their financial goals and values and mentor kids on the basics of earning, saving, budgeting and investing.
The Australian Prudential Regulation Authority (APRA) has announced major changes to the structure of bank hybrid securities, which have been used as a defensive investment for some retail investors for years.
Latest Life Insurance Claims and Disputes Statistics show clients with an adviser relationship get better outcomes in the claims process.
The next generation may not need their own financial adviser yet, but they do need easy ways to learn more about money and get started with budgeting, saving and investing.
Personal insurance plays a critical role in protecting your financial wellbeing in the face of life’s unexpected challenges.
We’re proud to support Dementia Australia, the national peak body for people impacted by dementia. Their work is deeply aligned with our values of care, advocacy, and support for individuals and families navigating life’s complex stages.
The Federal Government has refined its proposed tax on super balances of more than $3M and walked back some of the more controversial aspects.
The Australian Government is dramatically expanding the First Home Guarantee to help more young Australians get into the property market.
FMD mortgage broker and lending specialist, Tim Gaspar shares his tips on avoiding first-home-buyer mistakes.
Navigating the end of a marriage or long-term relationship is one of the most stressful experience we can face in life and is a significant financial event for all parties involved, particularly for those with complex assets or business structures.
Rising property prices, high borrowing costs, lack of affordable housing options, and cost of living pressures have made it harder for younger people to save a deposit and qualify for a loan.