by Eleonor Klopsch | Jun 20, 2024 | News & Articles
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...
by Eleonor Klopsch | Jun 13, 2024 | News & Articles
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...
by Eleonor Klopsch | May 15, 2024 | News & Articles
Another surplus, but bigger medium term deficits with more big spending, including on a “Future Made in Australia” Key points – The budget this year is expected to show a surplus of $9.3bn thanks to a continuing revenue windfall, but slip back into bigger...
by Eleonor Klopsch | May 9, 2024 | News & Articles
Prime Minister Anthony Albanese has announced changes to address ongoing cost of living pressures with all 13.6 million Australian taxpayers receiving a tax cut from 1 July 2024, compared to the tax they paid in 2023-24.i Now is the time to assess what it means to...
by Eleonor Klopsch | May 7, 2024 | News & Articles
A way for retirees to unlock the equity in their homes. The reverse mortgage or equity release loan is a relatively new mortgage product that has been created for retirees who are asset-rich but cash-poor. Reverse mortgage or equity release loan – what is it? If...
by Eleonor Klopsch | May 6, 2024 | News & Articles
If you’re age 60 or over, own your home and need to access money, releasing equity from your home may be an option. There is risk involved and a long-term financial impact. Get independent financial or legal advice before you go ahead. How home equity release...
