Blog Archives

Are we facing the end of the growth cycle… for now?

2018 has been a mixed year for investors, with some gains, and some losses. We’ve seen a complex economic environment with geopolitical and trade uncertainty, a change of PM (again,) a Royal Commission or two and the possible burst of

Posted in Advisers, Australian Economy, Finances, Money Tagged with: , , , ,

5 Tips for EOFY

The end of financial year doesn’t have to be too taxing a time.  These five tips will help organise your finances for the coming financial year. Take the pain out of EOFY by being organised. With the right preparation, you

Posted in Advisers, Budget, Finances, Money, Retirement, Savings, Superannuation, Taxation Tagged with: , , , , , ,

A new way to approach your super strategy

For many years, salary sacrifice has been the most tax-effective way to build superannuation.
Now, youre able to add personal deductible contributions to your super strategy.

Posted in Advisers, Finances, Superannuation, Wealth Tagged with: , , ,

First Home Buyers Assistance

First-home buyers get some help  State and federal governments are creating new incentives to help first-home buyers get into the overheated housing market.   Buying your own home is the largest purchase decision most people will make in their lives.

Posted in Advisers, Australian Economy, Economy, Finances, Wealth Tagged with: , , , , ,

Need to Understand a little more about the Downsizing Contribution?

As you’re not doubt aware, the Federal Government announced it’s 2017 Budget this week and one of the surprise outcomes was the Downsizing Contribution for those looking to move out of a larger family home.  Here’s a little more about

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Retirees and Life Insurance

You’re retired, the house is paid off and the children are self-sufficient, – it may be time to review your life insurance? Policies expire People take out life insurance while they are working to protect their dependants if they die

Posted in Advisers, Insurance & Protection, Retirement Tagged with: , , ,

Four common mistakes when buying insurance

If your life insurance policy is in a drawer gathering dust, your family could be in for a nasty shock in the event of a claim. Here we outline some pitfalls to avoid when taking out cover. 1.      Buying on

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AFA Female Excellence in Advice Awards

Wealth Planning Partners are pleased to announce that their Director Amanda Cassar has been named a finalist in the Female Excellence in Advice Awards for 2016. CEO of the Association of Financial Advisers (AFA) Brad Fox, said the ability of

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Planning for your retirement: reduce your worries

Planning your finances early means you are better placed to enjoy what really matters in your retirement. Read this guide to find out how. Entering retirement is a significant change – but that doesn’t mean it has to be stressful.

Posted in Advisers, Finances, Money, Retirement, Wealth

The Big Budget Picture

Tracking where your money actually goes can make revealing reading. ASIC’s 2012 consumer-spending figures show the average household spends $69,000 a year: Australians splash $78.4 billion a year on their cars, compared to just $2.2 billion on public transport; almost

Posted in Advisers, Australian Economy, Budget, Budgeting, Finances, Money, Savings, Women Tagged with: , , , , ,