Archive for category: Strategic Financial Advice

News

Millions to get more Age Pension starting from 20 March 2024

From 20 March 2024, millions of eligible Australians will see an increase in their Age Pension payments. Discover how these changes help address inflation and cost of living.

... read more

Millions to get more Age Pension starting from 20 March 2024

What is risk appetite?

Risk appetite defines your willingness to accept potential losses for investment gains. Discover how understanding your risk profile can guide your financial decisions and help achieve your investment goals

... read more

What is risk appetite?

The First Home Super Saver Scheme (FHSSS): a handy guide for homebuyers

Discover how the First Home Super Saver Scheme can help you save for your first home. Learn about eligibility, contributions, and the tax benefits that make home ownership more achievable.

... read more

The First Home Super Saver Scheme (FHSSS): a handy guide for homebuyers

Why it’s time to consider currency hedging your portfolio

Discover the benefits of protecting overseas investments with hedging. Learn how currency hedging can offset foreign exchange risks and improve the stability of your global investment returns.

... read more

Why it’s time to consider currency hedging your portfolio

Will cash remain king?

Discover why it’s essential to reassess your asset allocation. While cash has been a top performer, changing interest rates and inflation trends suggest it might be time to consider bonds for long-term growth.

... read more

Will cash remain king?

Are bonds a good investment?

Considering bonds for your portfolio? Discover the benefits and risks of bond investments and how interest rates impact their value. Learn why bonds can be a stable income source and help diversify your investments.

... read more

Are bonds a good investment?

The transfer balance cap – how does it work again?

Explore the transfer balance cap introduced in the 2016 Federal Budget, crucial for retirement planning, covering its limits, indexing, and penalties for exceeding.

... read more

 The transfer balance cap – how does it work again?

Mortgage vs super: where should I put my extra money?

It’s a dilemma many of us face – are we better off directing extra money to our mortgage or super?

... read more

Mortgage vs super: where should I put my extra money?