ALL THINGS FINANCIAL

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New year, new savings goals
Shane Pestonji Shane Pestonji

New year, new savings goals

With the festive season well and truly upon us and the new year just around the corner, many Australians are looking to their hip pockets. So here are a few tips and tools that could help improve your financial health in the new year.

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Planning for the Unexpected
Shane Pestonji Shane Pestonji

Planning for the Unexpected

Thinking about what happens to our finances when we pass away isn’t something many people enjoy, but in order to keep our loved ones secure its critical we plan ahead. This is where nominating a beneficiary comes in.

Let’s breakdown what a beneficiary is and the different types that exist within super.

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Wills and why we need them
Shane Pestonji Shane Pestonji

Wills and why we need them

Having a Will in place, and keeping it up to date, is one of a few ways you can ensure your family is taken care of in the event of your passing. Here, we break down a few things you need to know about Wills.

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Market update – where we are, what’s next and what it means for you
Shane Pestonji Shane Pestonji

Market update – where we are, what’s next and what it means for you

2022 has been a challenging period for the economy, with inflation, increasing interest rates, market correction and falling house prices all adding stock to the uncertainty many are feeling.

So let’s break down what’s been happening and explore why it’s not as dire as some may have us believe.

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Is The 4% Rule Right For You
Shane Pestonji Shane Pestonji

Is The 4% Rule Right For You

The 4% withdrawal rule is one of the most popular yet controversial concepts in the personal finance world. As with all things financial, it is hotly debated, but is it right for you? Let’s break it down,

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A Financially Rewarding Year Ahead
Shane Pestonji Shane Pestonji

A Financially Rewarding Year Ahead

This time of year typically revolves around health and wellness resolutions. However, it is also financial health that could really have a significant impact on the year ahead.

The New Year is a great time to kick start financial goals. We have some ideas for you…

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Your Tax Time Checklist
Shane Pestonji Shane Pestonji

Your Tax Time Checklist

Due to COVID-19 working and working from home arrangements may have changed. Some tax items are a little different after a full year of the COVID-19 pandemic.

Here’s a look at what you need to know.

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Capital Growth Or Rental Yield
Shane Pestonji Shane Pestonji

Capital Growth Or Rental Yield

Property investing is usually a long-term strategy, due to the sheer sums involved. So how do you choose the right investment?

We break it down in our latest article: Capital Growth or Rental Yield

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Investing For Children
Shane Pestonji Shane Pestonji

Investing For Children

A financial nest egg for your child could mean no HELP Debt, entry into the property market sooner, an established share portfolio or covering expenses for a career path.

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Choosing a Green Investment
Shane Pestonji Shane Pestonji

Choosing a Green Investment

More and more, investors are searching to align their values with their investments, pushing companies for greater transparency.

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MANAGED FUNDS VS ETFS
Shane Pestonji Shane Pestonji

MANAGED FUNDS VS ETFS

Managed Funds and Exchange Traded Funds (ETFs) are both great investment funds; here are 3 reasons why. Our infographic summarises the differences between these investment strategies.

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