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WEALTH BUILDING STRATEGIES FOR EVERY STAGE OF LIFE

TEENAGERS AND YOUNG ADULTS

Getting a part-time job, how to build your career, mobile phones, credit cards, buying a car, what to do about your HELP debt and basic savings strategies.

SUPERANNUATION

Choosing the right superannuation fund, strategies such as making concessional superannuation contributions, spouse contributions, establishing an SMSF and buying life insurance through your superannuation fund.

RETIREES

The age pension, strategies based on the operation of the means tests, draw down your pension at the right rate, annuities, home equity release, the Pension Loans Scheme and retirement villages.

FAMILIES WITH YOUNG CHILDREN

Getting help from the government, saving for your children, consider the costs of schooling, saving for school fees, paying your children pocket money.

ESTATE PLANNING

Writing a will, testamentary trusts, Enduring Power of Attorney, Enduring Guardianship, making a binding death benefit nomination and re-contribution strategies.

CARE OF THE AGED

Accessing the Commonwealth Home Support Programme, accessing a Home Care Package, moving to an aged care facility.

WEALTH ACCUMULATION

Saving systematically, getting the best bank accounts, novated leases, getting the best mortgage loan, establishing an emergency fund, buying investment assets, diversification, keeping your investment costs low, getting your asset allocation right, tax strategies, private health insurance, buying insurances.

PRE-RETIREES

Pre-retirement strategies focussing on age pension entitlements, working out how much you income you need to live on in retirement, working out what financial assets you need to retire, transition to retirement.

WORKING EXAMPLES

Easy to understand examples of how these strategies will save you a LOT of money over time.

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Latest Blog Posts

Here are some of the latest entries from our blog section.

How to invest in retirement

Recently I read an article in Super Review magazine containing some superannuation projections.  The actuarial firm of Rice Warner performed...
October 26, 2017

Free investment insurance! (Only part pensioners need apply).

Wouldn’t it be great if we lived in a world where you could make a risky investment (shares would be...
October 26, 2017

Margin lending just got (a bit) safer for many borrowers

A recent article by Noel Whittaker in the Sun Herald Money section highlighted an innovation by a “Big Four” Australian...
October 25, 2017

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