Blog

Ernie and Anna C – Able to retire early

04 Oct 2021 | Client Stories

I met Ernie 11 years ago at a time when he was ready to start planning for his retirement. His goals were to be able to retire early and enjoy the simple pleasures in life such as cooking, travelling and spending time with his wife, Anna, and family.

Is property the unreachable Australian dream?

13 Sep 2021 | Latest News

Who thought house prices were going to fall due to the economic fallout from the COVID-19 pandemic? This article discusses the continued increase in property values and why the “Australian Dream” may be unreachable.

Ian B – Recovering from divorce

08 Sep 2021 | Client Stories

I first met Ian 13 years ago when he was 59 years old. At the time he had gone through a divorce which resulted in a settlement that reduced his super balance to under $70,000.

5 ‘secrets’ to share selection

01 Jul 2021 | Latest News

With many Australian’s turning to growth assets in order to chase better returns than those offered by the banks, this article identifies five ‘secrets’ to share selection for those investors looking to gain exposure into the share market.

Sacrificing your mortgage to build wealth?