November 12, 2024
As you near retirement, a Transition to Retirement (TTR) strategy offers flexibility by allowing you to access a portion of your superannuation while still working. This can help supplement your income or boost your retirement savings, depending on your financial goals.
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August 30, 2024
The benefits of self-managed super funds are evident by their continued growth. This more detailed article explains why and the benefits of self-managing super.
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August 7, 2024
This detailed article contains a comparison to show how salary sacrificing can be a tax-effective strategy when implemented correctly. It then includes a case study to show a comparison of salary sacrifice vs paying more off a mortgage.
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August 7, 2024
This article explains how equity is accumulated and ways in which you can use some of your equity to build additional wealth. It explains there are risks when using your equity and suggests working with the right professionals to get a desired result.
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April 2, 2024
This article highlights the importance of seeking financial advice, the cost-effectiveness, and the essential role of a financial adviser in your life. It also discusses how the recent education and compliance requirement changes have affected the financial advice profession.
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April 2, 2024
Is early retirement just a dream, or can you turn it into a reality? We say yes! This guide takes you through the practical steps of achieving early retirement, from defining your retirement goals to assessing your current financial position. Learn the art of disciplined spending, strategic investment, and building a diversified portfolio. With the right roadmap and financial know-how, early retirement is within reach. Say 'yes' to the freedom of living life on your terms!
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