How do you improve tax efficiency and strengthen estate planning Here you will see how an Account-Based Pension and super recontribution strategy helped an FMG client reduce their home loan, improve tax efficiency and strengthen their estate planning. Turning 65 can...
A Smart Super Strategy Before Age 75 Many Australians approach their early 70s with strong balance sheets — valuable homes, solid income, and surplus cash — yet still feel uncertain about where to place their money next. You need a smart super strategy before Age 75,...
The Cost of Education in 2026 and beyond: The Rising Cost of Education — And Why Planning Early Matters! The Real Cost of Education— And a Smarter Way to Fund ItThe cost of education remains one of the most powerful equalisers in society. According to the 2026 Cost of...
What a Winemaker Can Teach Us About Wealth and Wine? Wealth is built not only through financial strategies but also through mindset, resilience, and learning from those who’ve walked inspiring paths before us, so what a Winemaker Can Teach Us About Wealth and Wine?...
A Wedding is a Milestone just like Retirement, they both need Financial Planning with Purpose. Last month, our family celebrated a very special occasion – the wedding of our eldest daughter, and this is where the Father of the Bride meets himself - a passionate...
What’s changing to super and tax on 1 July 2024 And what are your EOFY tax strategies?. Thought I'd share a quick rundown of the latest law changes from our AMP Advice Hub. . They say nothing is certain in life except two things – death and taxes. You can probably...
Tax effective education bonds are a good purpose built financial investment strategy that pays for your child's or grandchild's education. Why tax effective education bonds? . Why are they a good financial investment? It costs around $280,000 for one child in...
The theory behind the Cycle of Emotions chart demonstrates the opportunities and threats that result from economic and financial stress in your life. Knowing and applying this information gives you the emotional discipline and power of rational decision-making when...
The debate between the value of money or time is a timeless one, often reflecting individual priorities, circumstances, and perspectives. Both resources are limited, and deciding which is better ultimately depends on the context and personal values. . If you were to...
How much money is modern day wealthy? And what does wealthy now mean to us as modern day Australians?Modern day wealthy tends to now mean having the freedom to (within reason) live wherever, to travel as required, to not be unbearably burdened by the costs of everyday...
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