The end of financial year doesn’t have to be too taxing a time. These five tips will help organise your finances for the coming financial year. Take the pain out of EOFY by being organised. With the right preparation, you can make lodging your tax return a painless...
First-home buyers get some help State and federal governments are creating new incentives to help first-home buyers get into the overheated housing market. Buying your own home is the largest purchase decision most people will make in their lives. However, a...
As you're not doubt aware, the Federal Government announced it's 2017 Budget this week and one of the surprise outcomes was the Downsizing Contribution for those looking to move out of a larger family home. Here's a little more about how that works... Downsizing...
You’re retired, the house is paid off and the children are self-sufficient, – it may be time to review your life insurance? Policies expire People take out life insurance while they are working to protect their dependants if they die prematurely. Life insurance...
If your life insurance policy is in a drawer gathering dust, your family could be in for a nasty shock in the event of a claim. Here we outline some pitfalls to avoid when taking out cover. 1. Buying on price rather than cover No-one wants to pay too much for...
Wealth Planning Partners are pleased to announce that their Director Amanda Cassar has been named a finalist in the Female Excellence in Advice Awards for 2016. CEO of the Association of Financial Advisers (AFA) Brad Fox, said the ability of this Award to attract so...
Planning your finances early means you are better placed to enjoy what really matters in your retirement. Read this guide to find out how. Entering retirement is a significant change – but that doesn’t mean it has to be stressful. By starting to plan early and...
Tracking where your money actually goes can make revealing reading. ASIC’s 2012 consumer-spending figures show the average household spends $69,000 a year: Australians splash $78.4 billion a year on their cars, compared to just $2.2 billion on public transport; almost...
Well, they say that the only thing constant is change and that's certainly true, especially for the Team at Wealth Planning Partners in 2016. Not so long ago, we had five advisers on the team, and this is now down to three. Chad Enstrom has decided to leave the...
We all have good intentions when it comes to our wealth. We want to save more, pay down debt, invest well and do better financially... and yet, most of us never meet our wealth or financial goals. Other things easily get in the way of our resolutions and we get to...
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