Education bonds in Australia are becoming an increasingly popular tool for families who want a clear strategy for covering future study costs. Whether your goals include funding primary or secondary school fees, paying for university, or supporting vocational training, these investments can offer a strong combination of favourable tax treatment, flexible access, and effective estate… Continue reading Education Bonds Australia: Smart Investing
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How to Choose the Right Business Financial Planner
Selecting the ideal business financial planner is a key move in protecting and enhancing your financial future. Given the wide range of professionals available, it’s important to have a clear picture of what business financial planning involves, to recognise the necessary qualifications, and to find a planner whose philosophy and methods align with your business’s… Continue reading How to Choose the Right Business Financial Planner
Questions to Ask a Financial Advisor
Ever wondered what questions to ask a financial advisor? Let’s face it, choosing a financial advisor in Australia isn’t as simple as picking the first name that pops up on Google. Between confusing fee structures, ever-changing Superannuation laws, and advisors who do not demonstrate strong alignment to your objectives, you need to be smart about… Continue reading Questions to Ask a Financial Advisor
Must Read Financial eBooks to Secure and Simplify Your Future
As we approach the end of 2024, many of us are already setting our sights on the year ahead. Whether you’re reflecting on this year or setting goals for the next, it’s the perfect opportunity to reset and make sure your financial plans are on the right track. To help you do that, we’ve updated… Continue reading Must Read Financial eBooks to Secure and Simplify Your Future
A Guide to Aged Care Fees and Charges in Australia
Importnat note: This article was originally published in July 2024 and reflects the aged care rules in place at that time. Significant aged care reforms came into effect on 1 November 2025, changing how many residential aged care fees and charges are calculated for new entrants. For the latest aged care costs, thresholds and planning… Continue reading A Guide to Aged Care Fees and Charges in Australia
How Much Does Aged Care Cost in Australia?
Note: Aged care costs and rules changed from 1 November 2025. Please refer to our latest blog for the current aged care fees, costs and updates: Aged care changes from Nov 2025 To properly assess and answer the question ‘how much does aged care cost in Australia?’ requires some understanding of the resident’s care need… Continue reading How Much Does Aged Care Cost in Australia?
Tax Deductions for Doctors
Improving After Tax Income for Doctors Legally minimising tax is a cornerstone of expert financial planning, and tax deductions for doctors are vitally important. This is because your income is likely to be higher than most Australian’s. Also, you are likely more limited in how you can structure your income. To help you determine if… Continue reading Tax Deductions for Doctors
How to Switch Financial Advisors
Financial Advisors exist to help you navigate big financial decisions and plan for your future. However, if your financial planner isn’t fitting your needs and objectives, or you’re unhappy with the performance or cost, you may want to know how to change financial advisors. If you are thinking of switching financial advisors – you’re not alone.… Continue reading How to Switch Financial Advisors
Changes to Superannuation in 2021
The changes to superannuation in 2021 have now come into effect with the new financial year as of the 1st of July. There is now an increased ability for individuals to contribute to superannuation throughout their working lives, to support a comfortable lifestyle in retirement. Some of these strategies can be implemented at any stage… Continue reading Changes to Superannuation in 2021
Retirement Age in Australia: What to Know
Some common questions that we hear as financial advisors are “what age am I allowed to retire?” or “what is the retirement age in Australia?” Currently, there is no legislation that controls when you’re able to retire. This means there is no fixed retirement age in Australia. According to the Australian Bureau of Statistics, the… Continue reading Retirement Age in Australia: What to Know
