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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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The Ultimate Guide to Finding a Wealth Manager

Discover the keys to finding the perfect wealth manager with our comprehensive guide.

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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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Unlocking the Power of Family Trusts | 3 Compelling Reasons to Own One

Chances are most of the recent media coverage you’ve seen surrounding family trusts relates to the legal spat between mining mogul Gina Reinhardt and her three adult children, but the good news is you don’t have to be a billionaire to reap the benefits they offer. The first thing you need to know about family […]

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The Benefits of an Employee Share Purchase Plan for Global Tech Company Employees

When it comes to employee compensation, salaries aren’t the only way that employers can show their appreciation for hardworking staff. Another way is through employee benefit plans, which offer employees additional perks and financial incentives. One common benefit is an employee share purchase plan (ESPP). In this blog post, we’ll explore the benefits of an […]

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Understanding RSUs: Your Comprehensive Guide

As an employee of a globally recognized tech company, you may be offered an equity compensation option called Restricted Stock Units, or RSUs. While RSUs may seem like a daunting concept, understanding how these equity compensations work can be a valuable asset in your personal finance management. In this comprehensive guide, we’ll dive deep into […]

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The Ultimate Guide to Managing Your Employee Share Scheme

Employee share schemes are a great way for companies to attract and retain talent while giving employees a financial stake in the success of the organization. However, administering these schemes can be complex and confusing. As an employee working for a global tech company, you need to understand how your share scheme works and the […]

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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 executives, and they can save […]

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Boost Your Super – Selling The Family Home

Boosting your super is integral in securing life lasting financial freedom. The downsizer super contribution option could help turn your family home into an avenue for a more comfortable retirement. A SUPER HOME SALE As you get older there are all kinds of reasons for deciding to sell your family home. You might have more […]

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7 powerful ways to use debt to build wealth

In recent years the word ‘debt’ has developed something of a bad name, but the truth is that not all debt is bad – in fact, some types of debt can do you a power of good. Going further than that, ‘good debt’ is one of the best ways to start leveraging the power of […]

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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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4 tips to better manage your employee share scheme

Employee share schemes can be an excellent way to be remunerated. They are seen as highly motivational and can incentivise performance. However, when talking to professionals involved in employee share schemes, people often seem to complain about significant stress. This is most commonly due to the uncertainties around tax and the decisions required to manage […]

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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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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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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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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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