Reflection

6 Practical Tips for Optimising Your Life Insurance (Death Cover)

April 11, 2024

Discussing death is challenging, but it's an unavoidable aspect of life. Taking the initiative to secure life insurance early on plays a crucial role in guaranteeing your family's financial well-being. It's important to tackle this process carefully. To assist you with that, we've put together six practical tips which cover everything from accurately assessing your coverage needs to the importance of regular policy reviews. Together, these six tips form a solid foundation for choosing life insurance that best serves you and your family.

How to Keep Your Business and Personal Money Healthy

April 4, 2024

In this article, we delve into the essential strategies for maintaining a healthy balance between your business and personal finances. From setting up robust budgeting practices to understanding the importance of separate emergency funds, and navigating the complexities of insurance coverage including health, life, and disability insurances, this guide is designed to safeguard both your personal well-being and business success. By illustrating practical steps and real-life scenarios, we aim to empower entrepreneurs with the knowledge to make informed financial decisions, ensuring a stable and prosperous journey in both their personal lives and business ventures.

March 21, 2024

Understanding retirement bonuses from super funds can help you get more money for your retirement. These bonuses are a way for super funds to thank you for keeping your money with them as you move from working to retiring. Not all super funds offer these bonuses, and they can vary a lot, so it's important to check how they fit into your overall money plan.

Evolving role of the Bank of Mum and Dad

March 14, 2024

Buying an affordable house in Australia is becoming increasingly difficult, and we have noticed more parents are helping their kids get into their own first homes. If you are in the fortunate position to help your children out and you are planning to do so, there are certain implications that you need to think about before proceeding.

March 7, 2024

With the Stage 3 Tax Cuts just around the corner, now's the time to start thinking about what these changes mean for you. Whether you're running your own business or managing your household budget, understanding these tax adjustments could make a big difference to your finances. From paying less tax to finding new ways to save and invest, these changes are designed to make things a bit easier for many of us. Let's dive into how you can prepare and make the most of the opportunities these tax cuts are bringing to the table.

What’s all this about Stage 3 Tax Changes?

February 22, 2024

Unless you have been hiding somewhere, you will have seen and heard a lot about the changes to the ‘stage 3 tax cuts’ that the Commonwealth recently announced. Two thirds of people support the changes. So, what are they?

February 15, 2024

Business coaching is a valuable tool for business owners seeking to enhance their performance, overcome challenges, and achieve sustainable financial and personal success. Here are ten major benefits of effective business coaching.

Here’s One Thing that all Australians Can Agree to Be Proud of

January 25, 2024

Here in the land downunder, we are blessed with a very stable economy. That stability is no accident. It is the end result of a lot of thought that has been put into developing institutions and processes that really work.

December 21, 2023

2023 is coming to an end and we are taking a break from writing articles for a few weeks. If you are anything like us, you are probably looking forward to a well-earned rest as the year comes to a close.

Student Loans: To Repay or not to Repay?

December 14, 2023

One of the most common questions we are asked by our younger clients, or the parents of our younger clients, is whether and when to make a voluntary repayment of a Commonwealth Student Loan. Usually, the answer is still no.

6 Practical Tips for Optimising Your Life Insurance (Death Cover)

How to Keep Your Business and Personal Money Healthy

What’s a Super Retirement Bonus?

Evolving role of the Bank of Mum and Dad

Plan Ahead of the Stage 3 Tax Cuts

What’s all this about Stage 3 Tax Changes?

Think About Business Coaching

Here’s One Thing that all Australians Can Agree to Be Proud of

Wishing you a Well-Earned Rest!

Student Loans: To Repay or not to Repay?