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Five financial steps for the new year
February 24, 2025Financial Planning
The start of 2025 is a good opportunity to take decisive financial steps. The new year can often be a trigger point for many people to review their financial plans and strategies for the year ahead and beyond. It makes sense, although the start of the calendar year is actually the halfway point of the...Read More
Bouncing back from holiday spending
February 24, 2025Financial Planning
Ah, the holiday season: a time for festive gatherings, endless cheer, and, let’s face it, a bit of financial chaos if you found yourself swept up in the whirlwind of gift-giving, travel, and all those delicious holiday treats. Now the holidays are behind us, you might be feeling the aftershocks in your bank account—a classic...Read More
The benefits of automating your personal finances
February 24, 2025Financial Planning
In today’s fast-paced world, where every minute counts, managing personal finances can feel like another tedious task. However, thanks to the rise of personal finance automation, managing these tasks, can now be handled with minimal effort on your part. Whether you’re a professional, a business owner or someone who is busy and looking to streamline...Read More
Salary packaging
February 24, 2025Financial Planning
Salary packaging is when you and your employer ‘package’ your salary into income and benefits. It’s also known as salary sacrifice. How salary packaging works Salary packaging is when you arrange to receive less income after tax, in return for your employer paying for benefits out of your pre-tax salary. The benefits could be things...Read More
As parents, the instinct to support our children never truly fades, even when they become adults but when you are looking at giving them a financial helping hand there is a bit to consider. It’s important to ensure any support you provide is not at the expense of your financial future. It can also be...Read More
Investment income
February 17, 2025Financial Planning
When to declare investment income You must declare income you earn from investments and assets in your tax return. Investment income may include amounts from interest, dividends, rental income, managed investment trust credits, crypto assets and capital gains. You need to declare investment income whether you receive payments directly or through a distribution for a...Read More
Having a baby
February 17, 2025Financial Planning
Becoming a parent is an exciting and life-changing step. Be well-prepared for the costs and budget for them. Cost of having a baby Having a baby costs money. It’s possible to plan and save for most of these costs, but some can be unexpected. The earlier you start, the better. Pregnancy and birth costs During...Read More
Visualise it and make it happen in 2025!
February 17, 2025Debt Advice & Mortgages
As we move into a brand-new year, many people set their resolutions, and if buying your dream home is what you have set your sights on, with the right strategies and the right mindset you can turn that dream into reality. Big goals like home ownership call for more than just having the right strategies...Read More
General and personal financial advice
February 17, 2025Financial Planning
General or personal advice can help you reach your financial goals. General advice does not consider your personal circumstances and is general in nature. Personal advice is more specific and is tailored to your personal situation. The advice you receive could cover any of these financial products or areas: investing superannuation retirement planning estate planning...Read More
The steps to aged care
February 17, 2025Aged Care
Key points: Find services in your area that fit your needs or to learn more about the aged care journey The first step in getting Government funded aged care services is to register with My Aged Care Before you can access any sort of aged care services you need to be assessed You may be...Read More