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Case Study: Mapping out an updated strategy for an active investor in her early 30s who is ready to purchase a home with her partner

Background: Our client is in her early 30’s with an income of $112,000/annum and net assets of $590,000. Her net asset position is made up mostly of the equity in her investment property which was purchased with a large deposit and has been supported by an aggressive mortgage reduction strategy. For her plan’s annual review …

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8 Tips Atomic Habits Can Teach You About Managing Your Finances.

When it comes to managing our finances, it can be hard to establish good spending habits and stay consistent. No matter how many tools and resources we have at our disposal, it’s human nature to sometimes give in to temptation or become complacent. What I’ve told you above probably isn’t new information, and isn’t going …

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Case Study: How to manage assets, debt & finances with one partner immediately retiring

Background: Our clients are a couple in their 60’s with a household income of approx. $100K/annum. Net assets of $2,200,00 with a debt of $475,000 in place against their home and investment property. One partner will be retiring immediately. They need to know how to manage their finances with only one partner working.   Goals: Put …

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Surplus Allocation

Surplus allocation is one of the key strategies that we focus a lot of our clients’ financial plans around. Most clients are in their 30’s or 40’s and are what we sometimes call ‘wealth accumulators’. That means that they’re now at the point in their life where the majority of their income isn’t going to …

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Invest in Self

In the financial field, there is often an emphasis on material gain. After all, doing everything you can to ensure that you and your family are taken care of is one of everyone’s primary goals. However, there are other investments you can be making. Investments in yourself, which can lead to an overall better ROI in the …

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