Get in touch with us

Book a FREE consultation
and receive your complimentary eBook

Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.

    What areas of financial planning are you looking for advice on?

Book a FREE consultation
and receive your complimentary eBook

Get started with a free strategy consultation and receive a copy of the Good Fortune Guide – written by James McFall, Managing Director Yield FP and 2020 National Finalist Certified Financial Planner of the Year to help educate you on your Financial Plan.

Financial Planning Ideas for Doctors

Proper financial advice should be tailored to your situation, to give your goals and ambitions the best possible chance of success. This is especially true for doctors because of the highly unique and potentially risky aspects of the profession, such as liability considerations and the potential for high wages, requiring detailed tax planning.   Our advisors… Continue reading Financial Planning Ideas for Doctors

How to Plan your Finances for Longer Lives

Financial planners who specialise in retirement planning must now consider how to plan your finances for longer lives, and ensure that your retirement income is set up to provide for you in the long-term.  In the last half a century, the average life expectancy of both women and men in Australia has continued to rise… Continue reading How to Plan your Finances for Longer Lives

The 7 Best Retirement Income Strategies

Throughout your working career, retirement may have seemed a distant dream. However, it often approaches sooner than anticipated, which is why it’s imperative to have a clear strategy for how you intend to fund your retirement income needs. It’s likely that you have accumulated savings and superannuation over your working life and to make sure… Continue reading The 7 Best Retirement Income Strategies

When Should I Review My SMSF Investment Strategy?

A Self Managed Super Fund (SMSF) investment strategy is not only a requirement under super laws, but it is also an important framework to enhance your savings for retirement.  The investment strategy for your Self Managed Super Fund is your plan for making, holding, and realising assets that are consistent with your aspirations and goals.… Continue reading When Should I Review My SMSF Investment Strategy?

5 Step Superannuation Check

Since you can’t access your superannuation until you retire – which may be a long way off for some – performing a superannuation check is something many people tend to forget. However, to ensure you have a comfortable retirement, investing in superannuation is essential. We know keeping track of your superannuation can seem an impossible… Continue reading 5 Step Superannuation Check

Your Retirement Checklist: Tips for Retirement Success

Retirement planning is not something to be left to the last minute ideally. There are numerous lifestyle and financial variables to consider prior to retiring and it is preferable to begin to organise yourself 15-20 years prior to your retirement, so you can prepare yourself for any unforeseen circumstances that may impact your nest egg. With… Continue reading Your Retirement Checklist: Tips for Retirement Success

How Much Tax Do You Pay When You Sell Shares In Australia

An important consideration of investing, and your finances more broadly, is being sure of how much tax you pay when you sell shares in Australia. We were recently asked to answer the question below and we go through some of the important factors when assessing how much tax you will need to pay when you sell some… Continue reading How Much Tax Do You Pay When You Sell Shares In Australia

Downsizer Contributions & Your Superannuation

If you’re aged 60 or over and are looking to enhance your savings for retirement, you may want to consider the downsizer contribution to super.  If eligible, under the downsizer contribution rules, your contributions to super are free from some of the normal regulations.  We’ve put together a guide explaining everything you need to know… Continue reading Downsizer Contributions & Your Superannuation