If you are interested in how the 2020/2021 Federal Budget will affect you, we have attached some summaries below: Federal Budget Summary How the Budget May Affect Families How the Budget May Affect Retirees How the Budget May Affect Business Owners Alternatively, for a simple…
With Covid-19 impacts on our employment, wages, and finances plus our savings being hampered by historically low interest rates, many are asking how do we recover the losses of 2020? Whether it be the “V”, “K” or “U” shape recovery,…
Coastal Advice Group, comprising of local branch Newcastle Financial Planning Group, Central Coast Financial Planning Group and Sydney Wealth Advisers has been announced as the national winner of the RI Advice ‘Practice of the Year’ award for its superior approach…
I know I speak for not only myself, but for every hardworking Australian when I say that we all want to set ourselves up for financial freedom in retirement. Yet we are all dealing with this unprecedented situation which has…
During the current pandemic, there is much uncertainty as we are bombarded with messages from the media on a continuous basis. To provide you some peace-of-mind in such times, we have included three documents that may help you form some…
You will have seen that markets continue to fluctuate with the impact of global events stemming from the Coronavirus. We have prepared an update for you to let you know that we are constantly looking very closely at this situation.…
Download the Australian Government Early Access to Superannuation Fact Sheet here. Australians have some tough decisions to make regarding their finances and how best to navigate the options made available to them by the Australian Government during the Covid-19 pandemic.…
Author: Rosie Copp Deciding to enter aged care, even as a couple, can be a confronting journey full of change. When couples decide to enter care together, they can seek out the support of a qualified Aged Care Financial Planner…
None of us want to see our parents getting older and are often in denial that it is even happening. I remember clearly the day that I returned to Australia having lived and worked in the UK for almost three…
Seeking advice from a qualified Aged Care Financial Adviser when a loved one needs to enter care will provide you with clarity and guidance to ensure that you are making the right decisions. For most families, this is an incredibly…