by Eleonor Klopsch | Jun 13, 2024 | News & Articles
As the financial year draws to a close, it’s the perfect time to review your financial affairs and set the stage for a successful new financial year. By taking care of essential tasks and implementing strategic planning, you can position yourself for a smooth...
by Eleonor Klopsch | May 15, 2024 | News & Articles
Another surplus, but bigger medium term deficits with more big spending, including on a “Future Made in Australia” Key points – The budget this year is expected to show a surplus of $9.3bn thanks to a continuing revenue windfall, but slip back into bigger...
by Eleonor Klopsch | May 9, 2024 | News & Articles
Prime Minister Anthony Albanese has announced changes to address ongoing cost of living pressures with all 13.6 million Australian taxpayers receiving a tax cut from 1 July 2024, compared to the tax they paid in 2023-24.i Now is the time to assess what it means to...
by Eleonor Klopsch | May 7, 2024 | News & Articles
A way for retirees to unlock the equity in their homes. The reverse mortgage or equity release loan is a relatively new mortgage product that has been created for retirees who are asset-rich but cash-poor. Reverse mortgage or equity release loan – what is it? If...
by Eleonor Klopsch | May 6, 2024 | News & Articles
If you’re age 60 or over, own your home and need to access money, releasing equity from your home may be an option. There is risk involved and a long-term financial impact. Get independent financial or legal advice before you go ahead. How home equity release...
by Eleonor Klopsch | Apr 30, 2024 | News & Articles
Understanding financial health Financial health is an important part of our lives. When we take care of our financial health we can better manage financial stress and achieve our financial goals. Financial health is made up of three components: the ability to meet...
