5 steps to better financial goals

Nov 29, 2021 | Financial Advice

Everyone has financial goals. Maybe you want to pay off your mortgage early, stop relying on your credit cards, or go on an amazing overseas holiday (once we’re allowed to travel again). Or you might want to set up good money habits, like investing regularly or look...

Tax deductible donations: Get the most out of giving back

Nov 29, 2021 | Financial Advice

Donating to a charity or cause you care about is a win-win for both you and the charity. Charities rely on the generosity of donors to help them do their work, while you get the satisfaction of supporting a worthy cause. Even better, many donations are tax-deductible,...

Do life insurance products cover mortgage payments?

Nov 16, 2021 | Insurance

You’ve worked tirelessly to own the home of your dreams. But if you suffered from an injury or illness that prevents you from working, would you be able to cover your mortgage repayments? A government report by the Australian Institute of Health and Welfare...

Investing in investment bonds

Nov 16, 2021 | Investments

Investment bonds are long-term investments that may offer tax efficiency to investors on a high marginal tax rate and those investing for children or grandchildren. Unlike traditional investment products, such as managed funds, bonds are a ‘tax paid’...

Retirees: How to beat Inflation before it beats you

Nov 16, 2021 | Retirement

Investors with long memories – or a good education – will recall the bad old days when inflation was the economic bogeyman. It broke Germany’s Weimar Republic in the 1930s and nearly cratered America’s economy in the 1970s. Fortunately, inflation has been a non-issue...