EOFY Hot Tips for Australians: Smart Financial Moves Before 30 June The weeks leading up to 30 June often create a rush of financial activity across Australia. But EOFY planning does not need to be complicated or stressful. Sometimes a handful of practical actions...
As the end of financial year approaches, many Australians start scrambling for receipts, tax deductions and last-minute financial decisions. But one of the most powerful areas to review before 30 June is your superannuation.
The Year We Took Control: 10 Money Lessons from 2025 Reflections from Wealth Planning Partners As 2025 winds down, it feels like the right moment to take a breath. The kind of long exhale you didn’t quite realise you needed. It’s been a year full of noise, headlines,...
Living on the beautiful Gold Coast or in sunny Queensland, is a dream for many, but rising living costs and inflation are posing challenges for households and investors alike. Whether you’re renting, paying off a mortgage, or looking to invest, 2025 is the year to rethink your financial strategies to stay ahead. Here are some smart ways to beat the cost-of-living challenge in 2025.
Should I pay off my HECS debt early? Many are asking in light of the coming large CPI increase.
Russia Ukraine Event Update On 21 February, Russia asserted its view on the independence of the Donetsk People’s Republic and the Luhansk People’s Republic. Russia began mobilising troops to conduct peacekeeping operations. This was a violation of Ukraine’s...
Worried about the impact of Russian Ukraine concerns and your finances? Please reach out directly to the Wealth Planning Partners team if you want to discuss your personal financial plan. So, a little perspective on the Ukraine and Russian situation. This...
How do you save for a house after being hit by the fallout from COVID? Have you been struggling financially with the COVID-19 pandemic? Has the global pandemic affected your income? How's you financial stress level, not only in your household, but your overall mental...
How does Federal Budget 2020 impact Families?
Are you affected by the increase in the Age Pension’s qualifying age? Take steps now to avoid getting caught short on retirement income. The minimum age to qualify for the Age Pension has started going up. For those born on or after 1 July 1952, the qualifying age...
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