The Millennial Generation is always in the spotlight nowadays because of the things they do differently than what their parents did in the past. The Millennials or those who are born between 1977 and 1995 are delaying traditional milestones in life according to a new study. The preceding generations were quick to buy their first […]
28
Jun
Jun
With more Australians living longer, healthier lives and the government increasing age eligibility for pension starting July 1, it is never been more crucial to ensure that your superannuation will serve its purpose – to help you live a comfortable retirement. If you are in your early 30s, it can be easy to ignore this […]
16
Jun
Jun
You may be fresh out of uni and ready for your next adventure! It is an exciting time to finally enter the workforce and receive your first payslip. It’s a great season to meet new friends, build relationships, and travel the world. This newfound freedom comes with a set of responsibilities though. Living on your […]
30
May
May
It is never too early for anyone to engage in estate planning. Estate planning saves your family a lot of trouble when you’re gone. You can decide what will happen to your assets and possessions after death or mental disability through estate planning. When you plan beforehand, you can potentially minimise taxes and other costs […]
28
Apr
Apr
Australians lack financial literacy, according to a new survey conducted by Mortgage Choice, in partnership with Core Data. They asked more than 1,000 Australians to find out what the Great Australian Dream is. The result was published as a part of their annual whitepaper entitled The Evolving Great Australian Dream. Out of the 1,043 Australians […]
24
Apr
Apr
Buying a residential or commercial property using a self-managed super fund or SMSF is becoming popular in Sydney. It is a good way to buy property if you don’t have enough funds in your own name, and you don’t want to get a conventional property loan from a bank. It is also an effective way […]
27
Mar
Mar
Studies show that most Australians are underinsured or not covered enough by life insurance. According to the Global Insurance Market Trends published in 2015 by the Organisation for Economic Cooperation and Development (OECD), Australia (and Sydney) ranks 13th on Life Insurance Penetration Index among OECD member countries. Meanwhile, LifeWise.org discovered that 83% of Australians have […]
27
Feb
Feb
Retirement is a crucial aspect of life that many of us busy Sydney people are looking forward to! We often dream of the days when we don’t need to deal with the hassle of work and can just relax on a beach. But unfortunately, for hundreds of thousands of Sydney retirees, the idea of comfortable […]
10
Feb
Feb
No matter how old or young you are, building wealth is important. Also, no matter how much your income you are earning now, you still need to set aside money for your future. This is often easier said than done especially if you have debts to pay and a family to raise – and particularly […]
18
Nov
Nov
We want our clients to be fully informed before making their financial decisions, so we have created this blog where you can read the latest industry news as well as learn from expert insights.