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Helpful tips and insights on how to best manage your finances, help grow your wealth, reduce your tax and retire comfortably.

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Debunking 11 Common Myths about Personal Finance

Are you ready to take control of your financial future? Our latest article dives deep into debunking 11 common myths about personal finance that could be holding you back from achieving your money goals.
Discover the truth behind these misconceptions and empower yourself to make informed decisions about your finances.

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Catch up contributions

In this article, we will dive into the details of catch up contributions in superannuation, including eligibility criteria, benefits, strategies, tax implications, common mistakes to avoid, planning for retirement and calculating allowable contributions.

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Downsizer Contribution: Make the most of out of your retirement

Downsizer contributions can be a powerful tool in your retirement strategy, allowing you to make the most of the equity built up in your home. By understanding the eligibility criteria, benefits, and potential pitfalls, you can leverage this strategy to boost your super and enhance your financial security during retirement.

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The Ultimate Guide to Finding a Wealth Manager

Discover the keys to finding the perfect wealth manager with our comprehensive guide. As your personal CFO, we’re committed to providing you with the tools, strategies, and expert guidance needed to create an income for life.

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Superannuation Advice: Everything you need to know to retire early

Superannuation is a crucial aspect of financial planning, especially when it comes to retirement.This article aims to provide a comprehensive guide to understanding different types of superannuation funds, key factors to consider, and strategies for maximising your superannuation.

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The Ultimate Guide to Self Managed Super Funds

Explore the ultimate guide to self-managed super funds (SMSFs) in this comprehensive article, covering understanding, setup, management, benefits, risks, and challenges. Whether you’re a seasoned investor or new to SMSFs, discover everything you need to know about taking control of your retirement savings.

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How To Manage Your Money Like An Athlete

Managing your money well requires the same level of control and discipline that you would apply to your fitness. We all know that sustaining your fitness requires purpose and regular effort and your finances are no different. When I am trying to adopt a new skill or way of thinking I often think about how […]

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How Much Money Will I Need To Retire Comfortably?

Being a financial advisor for over a decade now. There is one question I get asked all the time. How much money will I need to retire comfortably? Most people don’t know the right answer and they assume their super will be enough to carry them through retirement. However, there is a rule of income […]

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When can I afford to retire? How long will my money last?

When can I afford to retire? How long will my money last? When consulting with my clients, many of them say they would like to reduce their working hours and pursue their personal interests sooner rather than later. Because they don’t want to rely solely on their full-time employment income. Therefore they must generate enough […]

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Step by Step Guide to Debt Recycling & Building Passive Income

Discover how to turn non tax deductable debt into tax deductable debt and leverage the power of your tax to grow your wealth tax effectively.

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Top Super Strategies to Manage End of Financial Year Tax Stress

5 simple ways you can add to your super and reduce the amount of tax you have to pay at the end of the financial year.

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20 rules to improving your personal finance

20 Personal Finance Rules to Live By

When it comes to personal finance, I often reflect on what are the best pieces of money advice I have learnt over the past couple of decades. Here are some of my greatest hits!

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Our most popular blog

Our most popular blog

7 Strategies To Reduce Tax and Build Wealth for High-Income Earners

We get it. You are on a high income, the tax you pay is just as high, and you are looking for ways to reduce your tax. This article will discuss strategies to reduce taxes and build wealth simultaneously.  These strategies are designed for people like you, high-income professionals and

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