Login

Your selected e-Book is about.

To download our free ebooks You have to login.

Category: Financial planning

  • Who (or what) should buy your next property investment?

    Although first-time investors rarely consider their property ownership structure options, this is perhaps one of the most critical aspects that you need to get right from the start. Often the decision to buy an investment property is accompanied by an assumption that the investor will make said purchase in their own name (solely), or in … Read More

  • ‘Independent advisor’, or highly paid salesman? Separating professional advice from product

    The global financial landscape has changed dramatically since 2008, when the foundations of America’s once certain position as a worldwide fiscal powerhouse were shaken to the core. On a local, property related front, one of the most significant and disturbing changes I’ve witnessed as a direct result of the GFC is in the development marketplace. … Read More

  • Your retirement options Pt 2 – Mind the gap

    There are numerous strategies you can implement when it comes to planning for retirement and achieving your ideal income target. Depending on your personal circumstances and goals, you might elect to follow one strategy only, you might choose a couple, or you might take bits and pieces from all of them. There is rarely a … Read More

  • Your retirement options Pt 1 – Letting the ‘cash flow’

    There are four or five strategies you can implement when it comes to planning for retirement and achieving your ideal income target. Depending on your personal circumstances and goals, you might elect to follow one strategy only, you might choose a couple, or you might take bits and pieces from all of them. There is … Read More

  • Property investors – do you have the right protection?

    Financial planning involves numerous elements and one that I believe is commonly overlooked is asset protection. To me, ‘forgetting’ this important detail is like designing a car without any safety features. Of course, we never ‘plan’ or ‘expect’ to have a car crash – it just happens. However, in the event that we do crash, … Read More

  • Do you know how much your home loan is costing you?

    If you answer “no”, it’s probably a timely decision to review your financial position and consider what else is out there in the market, because the Australian lending landscape has never been as competitive as it is now. Why refinance? Refinancing lets you alter your loan to suit your changing needs and provide you with … Read More

  • 6 good reasons why NOT to buy property within an SMSF

    With an ever-rising tide of Self Managed Super Fund hysteria, we think it’s time to lend some balance and perspective to the very popular investment debate of the day – the acquisition of real estate within your own fund structure. It seems you can barely step foot into any social setting these days (particularly as … Read More

  • How to make lenders take notice

    Your ability (or inability) to fund property investment purchases really hinges on your capacity to access finance. The truth is, finance is king for the property investor. If you slow or prevent access to finance, everything else slows down. If your plan or goals involve buying properties, but you haven’t got a hope of getting … Read More

  • Property Investment how to – Developing a cashflow forecast

    In our last blog, we discussed the need for investors to maintain a clear strategy comprising essential elements, such as planning and calculations around current and future cashflow, in order to safely and successfully acquire and sustain a wealth producing property portfolio into retirement. So in this article, we thought it would be wise to … Read More

  • Empowering your plans & achieving your investment goals

    If you fail to plan, you plan to fail…is a very common saying that you have no doubt heard in relation to the property investment game. Whilst this is true, the rest of that saying should go something like this…if you fail to follow through on your plans, you are doomed to fail indefinitely. One … Read More

Contact