Financial Planning Sarah Haines Financial Planning Sarah Haines

2024 - Changes from July 1

From July 1, Australians will experience significant changes in the financial landscape, impacting tax cuts, minimum wage, energy bills, and superannuation contributions.

These adjustments aim to ease cost-of-living pressures and provide financial relief to households and businesses.

In the following article, our adviser Leandro Bonin explores the key updates that you need to know.

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Financial Planning Sarah Haines Financial Planning Sarah Haines

Going for gold

Gold fever is in the air and it’s not just the prospect of medals at the upcoming Paris Olympics.

Gold prices have been climbing strongly in 2024 as investors, jittery about the effects of wars in the Middle East and Ukraine, buy up the asset because of its reputation as a safe haven. The spot price has risen more than 18 per cent since mid-February.i

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Financial Planning Sarah Haines Financial Planning Sarah Haines

When DIY does not pay off

“If you want something done right, you’ve got to do it yourself”

Not necessarily! The appeal of doing it yourself is understandable. There is a great feeling that comes with doing something that challenges you and with being resourceful and learning a new skill. However, there can be pitfalls to DIY and there are benefits from getting an expert involved sometimes.

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Financial Planning Sarah Haines Financial Planning Sarah Haines

Enjoy the now and secure your future

Managing your financial situation always involves tension between how you live your life now and preparing for your future – whatever that looks like.

The worry about not getting the balance right and making unnecessary sacrifices now – or not having enough money for the things you want to do in the future is a common and valid concern we hear when we talk to clients.

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Financial Planning, Aged Care Sarah Haines Financial Planning, Aged Care Sarah Haines

Is a Retirement Village a better option than Aged Care?

Retirement villages and residential aged care facilities offer different lifestyles and services, and they aren't direct substitutes for each other.

In the following article, our Aged Care Specialist Leandro Bonin explores this important subject further, providing insights to help you start planning ahead and achieve your objectives.

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Financial Planning Sarah Haines Financial Planning Sarah Haines

The art of refinancing

Refinancing your home loan has the potential to save you thousands, reduce your monthly repayments and free up your finances to achieve your goals. However, mastering the art of refinancing requires strategic planning, an understanding of the process and taking numerous considerations into account.

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