by Paul Thewlis | Feb 14, 2025 | News
By Jonathon Tainsh Ever wondered how savvy investors and financially secure retirees seem to make their money stretch further? It’s not luck—it’s strategy. The right financial moves can help you boost your income, maximise tax efficiencies, and build long-term wealth... 
by Paul Thewlis | Feb 1, 2025 | News
By Tatum West Investment properties are a popular form of long-term investment in wealth creation, especially for individuals and couples wanting to directly own and control their assets. But the tax implications are quite complex. Not only are there many types of tax... 
by Paul Thewlis | Dec 11, 2024 | News
By Jonathon Tainsh and Gary Marsh Although they pre-date compulsory superannuation, investment bonds (previously known as insurance bonds) are not widely understood. They are a highly versatile financial product with unique features that can be an attractive option... 
by Paul Thewlis | Dec 4, 2024 | News
By Gary Marsh The five years before retirement, while potentially the most financially beneficial period, may also present the greatest risk to your retirement plans. There is a strong argument for being somewhat conservative with your retirement balance over this... 
by Paul Thewlis | Nov 29, 2024 | News
By Jesse McPherson If you’re a retired homeowner who’s feeling the pinch of everyday living, a reverse mortgage might be very tempting – and the right path to pursue. But you have to know the ins and outs. Jesse McPherson breaks down everything you need to know about... 
by Paul Thewlis | Nov 22, 2024 | News
With significant reforms to Australia’s aged care system taking effect in July 2025, it’s crucial to stay informed and prepared. Join us for an in-depth webinar where we will break down the upcoming changes, how they may impact you or your loved ones, and what you can...