Below are links to a series of information sheets that may be helpful to you –
DETERMINING YOUR LOAN STRUCTURE
Are you looking to take on a home or investment loan? The first step should be to consider the loan structures available to you. READ ARTICLE
INCOME PROTECTION
Have you recently taken on a mortgage? If so, now is the time to review your income protection insurance. READ ARTICLE
SOME SUPER BASICS
Do you know how your superannuation is invested and its latest performance? Paying attention to your super today can make a big difference in the future. READ ARTICLE
BUDGETING
The foundation of your financial plan READ ARTICLE
BECOMING YOUR OWN BOSS
The business of starting a business READ ARTICLE
BECOMING A PARENT – THE FIRST YEARS
The financial side of family planning on becoming a parent READ ARTICLE
EDUCATING THE KIDS
The earlier you start planning the better READ ARTICLE
GETTING MARRIED
Prepare yourself financially for a new way of living READ ARTICLE
GETTING DIVORCED
Take control of your finances READ ARTICLE
A SUDDEN WINDFALL
What to do with some unexpected extra money READ ARTICLE
BUYING YOUR FIRST HOME
There’s a lot to think about when buying your first home READ ARTICLE
BUYING AN INVESTMENT PROPERTY
Things to consider READ ARTICLE
DOWNSIZER SUPER CONTRIBUTION
If you are over 65 and downsizing your main residence, you may be eligible to contribute part of the sale proceeds to your superannuation READ ARTICLE