Laying Foundations at a Young Age
Laying financial foundations from a young age. The strategies that set you up for future success.
Questions that change everything
Josh and Michael discuss the key questions that transform your financial plan.
End of Financial Year Strategies
Josh and Michael discuss their top tips to prepare you for the end of financial year.
Federal Budget 2025
Josh and Michael recap the Federal Budget for 2025.
How to utilise salary packaging
Josh and Michael discuss how to effectively use salary packaging including vehicles, mortgages, superannuation and benefits for government and not-for-profit employees.
Managing debt in wealth building
Josh and Michael discuss types of debt in wealth building - mortgages, tax tips and when to pay off debt.
RBA Interest Rate Change - February 2025
Josh and Michael recap the latest RBA interest rate changes.
Budgeting Fundamentals
Where should we begin with a household budget? Josh and Michael chat about this topical question and provide professional insights.
Paying off mortgage vs. extra funds into super
Should you prioritise paying off your mortgage or put the extra funds into super? Andrew and Michael chat about this topical question and provide professional provide insights!
Is salary sacrifice an effective strategy?
Salary sacrifice is a great long-term strategy for flow-on financial impact. It can help fund insurances, contribution splits to your spouse, effectively moves money from a high-tax to a low-tax environment and sets you up for retirement.
Superannuation Fundamentals
Andrew and Michael unpack superannuation fundamentals to get your super on the right track.
Exhausted
Exhausted from all that’s happening? This is our last blog post for 2020. We really hope you’ve enjoyed what we’ve provided to you throughout this year. Where should we start with our financial decisions after a year like 2020?
Why Past Financial Events Are Impacting Your Future
Given the events of 2020, no one really knows what the lasting economic impact of the Coronavirus will be, however the new world will not be like the old world. We will need rethink our approach when it comes to our finances and investments.
Sort Out Your Superannuation in Your 20’s
The earlier you can sort out super, the better. If you set yourself up with a healthy account now, your future superannuation balance is looking a lot brighter.
Wealth Creation Fundamentals for any Income Level
What is wealth creation and how do we make the best of the income we have, whilst ensuring we reduce our expenses?
6 Things to Ask Your Financial Adviser About Life Insurance
Before you get life insurance, talk through these 6 questions with your financial adviser. That way you'll have a clear picture of what you're buying and what kind of cover you can expect…
6 Things To Remember Before You Complete Your Individual Tax Return
This year’s tax return might look a little different… Working from home, Job Keeper, Job Seeker etc. What can and can’t you be claiming? Read the following 6 steps to ensure you’ve covered all areas of your taxable income before hitting that send button.
End of Financial Year, Splitting Superannuation
As the financial year ends, there is a super splitting strategy that happy couples can consider. Superannuation members could use something known as ‘contribution splitting.’ Contribution splitting is where one member of a couple transfers some of their benefits into their spouse’s super account.
Investing in Shares and Stock Markets: Part 2
Andrew discusses stock market trends over the last 20 years and the state of the market right now.
End of Financial Year Checklist - 6 Steps
There are just a few more sleeps before the end of the financial year. So, while there’s not a lot of time, there is some time. Here is our to-do list of essential items to tick off before June 30. Many of these things have bits that need to be ticked off.