Economic Update and Market Commentary
Nick McKenna Nick McKenna

Economic Update and Market Commentary

Investors continued to monitor Covid cases and the pace of vaccine rollouts worldwide. Thankfully there remain very few infections in Australia, although rising numbers elsewhere has provided a reminder that the pandemic is far from over.

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Your investment options and strategy
Nick McKenna Nick McKenna

Your investment options and strategy

Investments can help grow your money. However, there’s not only a risk associated with the various investment types, there’s also a risk you could lose money, as well as the possibility that your investments won’t achieve your financial goals within the timeframe you set out. Generally speaking, the higher the risk, the greater the potential return over the long term.

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Saving for your child’s future
Nick McKenna Nick McKenna

Saving for your child’s future

As every parent knows (even before they become one), raising a child isn’t cheap. And those expenses don’t necessarily stop once they reach 18. Parents often hope to help their adult children with significant financial milestones in life too.

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How to save for retirement in your 60’s
Nick McKenna Nick McKenna

How to save for retirement in your 60’s

Unexpected costs arise at all stages of life, whether related to your property or your health. In fact, recent research estimates that an Australian couple will spend between $4,700 and $9,500 a year on healthcare in retirement.

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2021 Budget Summary
Nick McKenna Nick McKenna

2021 Budget Summary

The Government continues its Personal Income Tax Plan with the announcement of a number of measures targeted towards low and middle-income earners. This will provide immediate relief to individuals and support economic recovery by boosting consumer spending.

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Find your perfect savings account
Nick McKenna Nick McKenna

Find your perfect savings account

Looking for a good savings account can sometimes be a little like looking for a good partner – the honeymoon period might be important, but so is achieving your happily ever after. While different features will suit different people, here’s a bit of a checklist of things you may want to look out for when choosing the savings account for you.

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Fringe Benefit Tax is due soon
Nick McKenna Nick McKenna

Fringe Benefit Tax is due soon

If you are lodging your own fringe benefits tax (FBT) return, you need to lodge and pay by the 21st of May. If we are lodging on your behalf, your due date is not until the 25th of June.

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How to save for retirement in your 50s
Nick McKenna Nick McKenna

How to save for retirement in your 50s

For many people, your 50s are your golden years, a time when you may be at the pinnacle of your career and some of the big expenses you needed in your 20s, 30s and 40s have levelled out. But, while it may be easy to slip into a comfortable pattern of splurging on yourself and your children, this is the final stretch towards reaching your financial goals – a time when you should be maximising your financial know-how.

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Budgeting tips for students
Nick McKenna Nick McKenna

Budgeting tips for students

Surviving on a student budget isn’t easy, but don’t worry, it can be done. Whether you’re studying remotely this year, or returning to campus, we have some great tips to help you manage your finances.

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Looking for business funding? We can help!!
Nick McKenna Nick McKenna

Looking for business funding? We can help!!

The key enabler for success for many startups and small businesses is securing funding. Even with the growing support around the world for investing in entrepreneurs, many businesses still struggle with the preparation required when applying for funding.

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Show your finances some self-love
Nick McKenna Nick McKenna

Show your finances some self-love

Are you guilty of changing your spending habits when you’re in a relationship? Do you have a financial plan, or are you relying on a partner to take care of you in retirement? Whatever your situation, there’s never been a better time to step up and take charge of your finances.

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Five financial habits to start in 2021
Nick McKenna Nick McKenna

Five financial habits to start in 2021

Like any habit, our financial behaviours are formed by doing the same actions repeatedly until they’re second nature. That’s great if you’ve got into the routine of saving regularly – but not so good if you’re one to whip out the credit card on impulse.

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