Surviving the silly season
Ah, Christmas! – the time of year when your bank account shrinks, your social calendar explodes, and your family dynamics resemble a poorly scripted soap opera. As we navigate this…
Helping the kids without derailing your retirement plans
As parents, the instinct to support our children never truly fades, even when they become adults but when you are looking at giving them a financial helping hand there is…
Estate planning gives you a final say
Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care about, saving them from dealing with a financial and administrative…
The Age Pension and your retirement plans
Most people intend to retire between ages 65 and 66, according to the latest data and, surprisingly, despite growing superannuation balances, the Age Pension is the main source of income…
Will I Pay More for Aged Care?
Changes to aged care fees are coming, and they will impact both home care and residential care. After a long wait and lots of speculation, the government has released details…
A Strategic Approach to Managing ATO Debt
If I could save you time, money and show you how to grow your wealth using smart finance would you be interested? As of 1 July, a significant change has…
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…
Investment Property: Getting it Right
With property remaining a high-priced asset, it’s more important than ever for investors to ensure their property investments are a financial success. The latest data demonstrates property’s popularity. One-in-five households…
Mastering EOFY: Essential Tips for Small Business Owners Working with Bookkeepers
By Hayley Kalms As the Navwealth Director of Bookkeeping Resources, I understand the significance of the approaching end of the financial year for small business owners like you. It’s a…