Articles that make a difference in your life and building your wealth.
Smart Super Strategy
Smart Super Strategy: How We Helped a Couple Save Thousands in Future Tax for Their KidsAs financial advisers, we’re always looking for ways to maximise wealth—not just during retirement, but across generations. In a recent smart super strategy we developed for...
Wealth Generation
This month I thought we'd look at the topic of Wealth Generation. This topic is essential and it was a hot topic of discussion over dinner with our kids recently. They are in their 20's and to say that they are slightly concerned about their future and that of their...
5 Things NOT to Do Leading Up to Retirement (And What to Do Instead)
Before you retire, read this… The 5 Things NOT to Do Leading Up to Retirement (And What to Do Instead) If you’re reading this, you’re probably getting close to a huge milestone or wanting to prepare in the right way for retirement. First off, congratulations! Whether...
Financial Planning with Purpose
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...
Wealth and Your Longevity
Our wealth and longevity go hand in hand Living longer is fast becoming a fact of life and our wealth and longevity go hand in hand. You will want to have enough money and some leftover to see out your entire life! You definitely want more money at the end of your...
Digital Assets
Digital Assets in the financial services industry This is an exciting and emerging market and we are currently preparing for in this new arena. Our role to stay ahead of digitization and digital assets in the financial services industry to help you develop a solid...
Can Life Insurance be used as an Asset?
Life Insurance has two functions. There are Primary & Secondary functions with life insurance and both have benefits. . 1. Primary Function: Replaces the economic value of a human being, ensuring financial stability for families after the life insured’s death....
Australian digital assets
The birth of new Australian digital assets On 4th June 2024 a significant marker was reached in the digitization of the Financial Services Industry where the first Australian digital assets ETF was launched which directly holds Bitcoin namely Monochrome Asset...
