fbpx
how to best manage your finances

Blog

News and Insights

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

  • FILTER

Retirement Planning

12 Clever EOFY Tax & Super Strategies to Retire Early

It’s tax season! Let’s kick it off with some savvy strategies to boost your finances and set the stage for a brighter retirement.
Beware the pitfall: numerous high earners fall short of their retirement goals by underestimating their yearly super contributions.

Read More
A kangaroo with a pouch full of coins

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.

Read More
Technology Executive Case Study

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.

Read More
Ultimate Guide to Finding a Wealth Manager

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.

Read More

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.

Read More
Self Managed Super Funds

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.

Read More
When can I afford to retire

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 […]

Read More

Our most popular blog

Strategies for High-Income Earners

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

Read More
Founder and Principal Financial Advisor

Let us contact you

Complete the form and we will schedule a chat at the most convenient time for you.