Articles

Pathway to Wealth Guide – 9. Get Quality Ongoing Advice

The Secret To ‘Living The Dream’...  We all, to a greater or lesser extent, have an idea of our dream lifestyle. So how, as a nation, are we faring? To find out, the Financial Planning Association of Australia (FPA) commissioned a survey of more than 2,600 people from...

Pathway to Wealth Guide – 8. Protect Yourself and Your Family – 2

An Often Forgotten Aspect Of Insurance. When most people think about financial planning they tend to focus on the wealth creation side of things, but often forget about the wealth protection. Building a financial plan without adequate insurance is like building a...

Pathway to Wealth Guide – 8. Protect Yourself and Your Family – 1

A Personal Risk Management Plan – Do You Have One? Risk Management Plans don’t only apply to businesses – every person and family should also have a plan to help them cope in the event of an unexpected crisis. No doubt you have insured your car as the risks of damage...

Pathway to Wealth Guide – 6. Smart Super Strategies 3

Is It Time For A Super Review? Picture this... when you were 21 years old your well-meaning but financially inept uncle put $1,000 into an ordinary bank account for you with instructions to leave it there and let the bank’s interest turn it into a fortune. You...

Pathway to Wealth Guide – 6. Smart Super Strategies 2

The Benefits of Super Splitting. Some superannuation funds allow you to split employer or tax deductible contributions with your spouse. Why would you do it? These four case studies show possible benefits. Case 1 Dave and Beth are 52 and want to retire when they are...

Pathway to Wealth Guide – 6. Smart Super Strategies 1

Boost Your super Before June 30 The end of the financial year is rapidly approaching and, along with it, the opportunity to claim a tax deduction on additional superannuation contributions. Why contribute more to super? Superannuation does impose restrictions on...

Pathway to Wealth Guide – 5. Own An Investment Property

Entering the Investment Property Market. Purchasing a property for investment purposes can involve a different set of considerations compared to purchasing a home to live in. Here are some tips to get you started.   Which Rental Market? First, decide if your property...

Are you keen to learn more?

Get your free Pathway to Wealth guide!

Simply fill out your details and this report

will be expressed to your inbox.

You have Successfully Subscribed!