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Budgeting, Investment markets, Lifestyle, Pre-retirees, Retirees

Selling a Small Business? What you should consider..

As a professional financial adviser, I’m often asked “what do I need to take into account when selling my small business?” Selling a small business can be a complex process, but with careful planning and execution, you can maximize your chances of success.

Age pension, Budgeting, Government benefits, Investment markets, Lifestyle, Pre-retirees, Retirees

Women are less confident investors .. but get better investment returns!

Humans are naturally overconfident. We overestimate our own ability compared to others. One of the most often quoted studies showed that 93% of drivers rated themselves better than the median. We also know that men usually rate themselves as better drivers than women. However, the data shows the opposite. Men are four times more likely to be involved in a fatal car accident. Men also pay more for car insurance.

Budgeting, Government benefits, Investment markets, Lifestyle, Pre-retirees, Retirees

Maximise your tax savings before June 30

With the end of the financial year quickly approaching, now is the perfect time to review your superannuation contributions with your adviser!

Age pension, Aged care, Budgeting, Government benefits, Investment markets, Lifestyle, Pre-retirees, Retirees

Aged Care fees could be changing..

A government task force looking into the aged care sector in Australia has recommended that those of us with the financial means should pay for our own living and accommodation costs. This would be a substantial change to what currently happens. Currently, the taxpayer covers most of the expenses for aged care – around 75% of residential care costs and 95% of in-home care costs.

Budgeting, Lifestyle, Pre-retirees, Retirees

Financial Empowerment for Single Women: A Practical Guide

Being a single woman comes with its unique set of challenges, especially when it comes to managing finances. Whether you’re single by choice, divorce, or loss, taking control of your financial wellbeing is essential. In this blog, we’ll explore practical advice tailored specifically for single women to achieve financial independence and security.

Investment markets, Lifestyle, Pre-retirees, Retirees

How to get extra money into super if you’re selling a business

Once owners of a small business decide it’s time to sell, knowing the rules around capital gains tax (CGT) may mean no tax on the sale and getting more money into super – potentially up to $1.705 million (the CGT Cap) – even if they’ve already reached the $1.9 million total super balance (TSB).

Budgeting, Investment markets, Lifestyle, Pre-retirees, Retirees

Stage 3 Tax Cuts: Sliced and diced

The Stage 3 tax cuts have been to the butcher shop and carved into new cuts. What has been minced is the political element of this, i.e. broken promises, bracket creep, rich people were getting too much, low-income earners need it to meet cost of living etc., but if we slice through the politics, there’s way more to consider…

Age pension, Government benefits, Pre-retirees, Retirees

Age Pension Application

To apply for the Age Pension when dealing with Centrelink for the first time is a matter of following the following steps;

Budgeting, Investment markets, Lifestyle, Pre-retirees, Retirees

Financial Independence – let’s aim to achieve that!

Independence is an important value to all Australians. It's also a value that's central to how we feel about and use our money. When we feel financially free, we can make a wider variety of choices, pursue our passions, and find our ideal version of work-life balance.

Investment markets, Pre-retirees, Retirees

Bitcoin ETF’s

The recent approval of the first-ever spot Bitcoin ETFs by the SEC in America has sparked excitement and speculation. A spot Bitcoin ETF is a mechanism that allows investors to gain exposure to Bitcoin through the stock exchange which eliminates the need of investors having to buy actual Bitcoin through an exchange and storing and securing it in a wallet. With the approval of spot Bitcoin ETFs, Bitcoin exposure becomes more accessible to retail investors.

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28 March 2025

Upcoming Changes to Home Care Packages in Australia

Matthew Kelly

A significant update on the horizon is the transformation of the Home Care Packages Program in Australia, set to take effect from 1 July 2025.

28 March 2025

A Year of Financial Advising

Momir Vuksa

In 2023 after 8 years in the industry I embarked on the journey to become a registered Financial Adviser. Completing my professional year in early 2024 was a significant milestone, since then I've had the privilege of directly helping people from all walks of life in navigate the complexities of personal finance. The journey so far has been rewarding but not entirely what I expected it might be.

27 February 2025

Superannuation: To Withdraw or Not to Withdraw?

Michelle Sanchez

Superannuation is something most Australians are familiar with. It’s mandatory for employers to contribute a portion of your wages into a complying super fund, which is then invested to grow over time, ensuring you have a nest egg for retirement. Typically, we rely on external super funds to manage these investments, and there’s a wide range of options available—from low-cost funds to more tailored solutions.

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Selling a Small Business? What you should consider..

Women are less confident investors .. but get better investment returns!

Maximise your tax savings before June 30

Aged Care fees could be changing..

Financial Empowerment for Single Women: A Practical Guide

How to get extra money into super if you’re selling a business

Stage 3 Tax Cuts: Sliced and diced

Age Pension Application

Financial Independence – let’s aim to achieve that!

Bitcoin ETF’s

Get in touch

Latest insights

Upcoming Changes to Home Care Packages in Australia

A Year of Financial Advising

Superannuation: To Withdraw or Not to Withdraw?

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Filter by

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