Worried about aging parents?
Life can be busy and complex for the ‘sandwich generation’ who find themselves stuck between caring for grandchildren and aging parents. Most people are unprepared for aged care because, let’s…
When passion is the purpose of investing
Investing is often considered best undertaken with a cool head and heart. But for some investors, passion is the whole purpose of the investment. Passion investing is what it sounds…
When adulting pays off
Let’s face it, while we want to be living our best lives, it is only too easy to get bogged down by the daily grind. If you are one of…
Upsizing, downsizing and rightsizing: Finding the best fit
We’ve all heard about downsizing and upsizing, but what about rightsizing? ‘Rightsizing’ is used for when you find the right fit for you. In property terms, this means a property…
What worries you about aged care?
If you are worried about the need to access aged care, you are not alone. When the time comes, it can be daunting, with a lot of new information to…
Q2 2024 Financial Market Update
Q2 2023 Navweatlh Market Update covering the key points for the last quarter.
Is your family home really tax free?
The main residence exemption exempts your family home from capital gains tax (CGT) when you dispose of it. But, like all things involving tax, it’s never that simple. As the…
Steer clear of these red flags on your return
The Australian Taxation Office has provided a heads-up about the areas it will be focussing on when reviewing tax returns this year. The ATO says there are three common errors…
To sell or not to sell is the question for moving into aged care
Moving into residential aged care can trigger a range of emotions, particularly if it involves the sale of the family home. What is often a major financial asset, is also…
Ready, Set, Goals – Is it time for a mid-year check-in?
Making time throughout the year to review and reassess the goals you set at the beginning of the year is just as important as setting the goals themselves. Now is…