L A T E S T B L O G P O S T S
Things to think about upon turning 60
Turning 60… it’s a time where you’ve spent many years of your working life only dreaming of… If you have been lucky enough to reach this milestone, you’ve now hit the sweet spot in life where you are finally able to work less, spend more time with family and access...
Centrelink Concession Cards
Centrelink Concession Cards – Commonwealth Seniors Health Care Card and Low Income Health Care Card Eligibility for the age pension is a common consideration for those retiring, however there are other Centrelink concessions that are sometimes overlooked. These cards...
Christina’s tips for lowering interest rates
With interest rates at all-time lows and lenders signing up fewer loans than usual, there has never been a better time to get a better home loan deal. Often you don’t even have to refinance, you just have to threaten to refinance and banks will often go out of their...
Building trust within farming families
Recently, our Director, Tony Catt caught up with Jeremy from Farm Owners Academy to discuss farm succession planning. Marrying into a farming family, Tony has a strong understanding of farming businesses and finance, providing an inside view of how to make it work. To...
Early super access: What to consider
Due to COVID-19, people are finding themselves in financial difficulty and are needing access to their super earlier than planned. To make the choice that best serves your needs, it is important to know all your options. Potential consequences include locking...
Making farm succession work
Recently, our Director, Tony Catt caught up with Jeremy from Farm Owners Academy to discuss farm succession planning. Marrying into a farming family, Tony has a strong understanding of farming businesses and finance, providing an inside view of how to make it work....
Guide to successful investing in volatile markets
A successful investment strategy can hold the key to unlocking the financial freedom you’re dreaming of – but unsuccessful investments may set you back considerably on that journey. So how do you invest successfully? Considering the uncertain and unpredictable events...
Same same or different?
Another year is almost over, so are you on track to make 2020 a better year than 2019? Many people use the New Year as an opportunity to take stock, to see what’s worked well in the past 12 months and what hasn’t. This is a great habit to get into, as long as you act...
Why investors shouldn’t rely on cash deposits
Cash shouldn’t be king in your investment portfolio – and here’s why. Not many would have predicted one year ago that the Australian cash rates and bond yields would now be trading at 1% or less. We are experiencing record low cash rates of just 0.75% after the...
How much is enough?
When it comes to your wealth in retirement, how much is enough? Use this simple equation to plan your retirement income. Are you wondering what kind of income you’ll need when you retire? Trying to work out what your expenses will be? The answer is actually pretty...