Articles
Caught in the middle: help for the sandwich generation
If you are feeling a bit like the meat in the sandwich you are not alone. The ‘sandwich generation’ is a growing social phenomenon that impacts people from all walks of life, describing those at a stage of their lives where they are caring for their offspring as well as their elderly parents. The phenomenon…
Get to know Shannon McKeown
We are thrilled to introduce Shannon McKeown, our newest team member LifePath Financial Planning. Shannon brings with her an impressive 20 years of experience in the financial planning industry. Born in Perth, then moved to the Capital Canberra and spent time on the family farm in Yass. She is a dedicated mother who understands the…
How to spot a scam
Con artists make entertaining subjects for Hollywood scriptwriters (think The Wolf of Wall Street, Ocean’s Eleven and Catch Me If You Can), but there’s nothing enjoyable about being conned and fleeced in real life. On the latest figures available, Australians lose over $10 million every month to scammers. There are plenty of rackets running at any one time involving…
Holidaying off the tourist trail
When we dream of an overseas holiday, our minds often drift to iconic landmarks, bustling cities, and well-trodden tourist paths. While these destinations have their allure, travel to popular destinations is booming and comes with challenges so there are advantages to venturing off the beaten track and seeking out the hidden gems. Travel is booming…
Insuring against loss of income
Protecting income from unexpected illness and injury is particularly important to anyone with a mortgage to service, small business owners and self-employed people with no sick leave available. With income protection insurance, you can be paid some 70 per cent of your income for a specified period to help when you cannot work.i The most…
How do retirement income options compare?
Retirement is filled with opportunities and choices. There’s the time to travel more, work on long-delayed personal projects or volunteer your help to worthwhile causes. You also have a host of choices to make when it comes to funding your new life away from paid work. Here are four different options to consider.i Account-Based Pension…
Make sure you follow these tips when getting ready for a holiday overseas
If you plan to embark on overseas travel, then it’s crucial to be prepared. For sure, the thought of holidaying overseas is exciting. However, aside from mastering what to pack for a holiday abroad, make sure you follow these tips to ensure you have a safe and enjoyable trip. 1. Read up on the…
Enjoy the now and secure your future
Managing your financial situation always involves tension between how you live your life now and preparing for your future – whatever that looks like. The worry about not getting the balance right and making unnecessary sacrifices now – or not having enough money for the things you want to do in the future is a…
Investment Property: Getting it right
With property remaining a high-priced asset, it’s more important than ever for investors to ensure their property investments are a financial success. The latest data demonstrates property’s popularity. One-in-five households (21%) owns a home in addition to their usual residence.i Maximising taxation benefits is one key element but the ATO recently found 9 out of…
How to end the financial year on a high note
As the financial year draws to a close, it’s the perfect time to review your financial affairs and set the stage for a successful new financial year. By taking care of essential tasks and implementing strategic planning, you can position yourself for a smooth transition and a strong start for the year to come. Topping…
Federal Budget 2024-25 Analysis
What does the Federal Budget mean for me? Treasurer Jim Chalmers has high hopes that his 2024 Federal Budget will rein in inflation earlier than expected, ease cost-of-living pressures and build a stronger economy in the future. It’s a Budget for the here and now, he says, but also for the decades to come. More…
LifePath Financial Planning On Channel 7 News
We were thrilled to have Channel 7 come into our office to interview our client Michelle regarding the importance of receiving age care advice from her experience. You may be aware the Government released the final report from the Aged Care Taskforce, which contained 23 recommendations to reform the fees and funding across home care…