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Thoughts

The opportunity to refinance at record-low interest rates gives existing borrowers a chance to secure a better rate and lock-in for the longer term. In our latest blog we explore how refinancing your loans can help maximise current low interest rates, while getting the right loan structure in place, to help you pay off your loan sooner.

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This is an end of financial year like no other. To help you prepare, and take advantage of the recent changes, we have put together a checklist to maximise your tax deductions for the 2020-21 financial year by planning and reviewing your records.

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Investing sustainably, also known as ESG investing, is a growing trend within Australia and represents the non-financial factors that define how responsible an investment is. The good new is this doesn't mean you have to sacrifice returns.

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In his third and possibly last Budget before the next federal election, Treasurer Josh Frydenberg is counting on a new wave of spending to ensure Australia’s economic recovery maintains its momentum

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When taking out a life insurance policy, it’s important to consider who should be your life insurance beneficiary and the role they play. 

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A common misconception about Income Protection insurance is that it’s only for high income earners, but this isn’t the case. 

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Planning for the future is important for whatever life stage you’re at. Estate planning is a major part of your overall financial plan and is so much more than just writing up

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Find out in this blog how getting out in the natural landscapes of the great outdoors is an essential component in maintaining your health and wellbeing.

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I was watching an episode of Comedians in Cars Drinking Coffee where Jerry Seinfeld, the host, was talking to funny man Kevin Hart. They were talking about how they’d both worked very hard, had some luck and are now wealthy and wondering how that could impact their kids. These can be tough things to consider and conversations to have, but well worth doing.

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