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Category: Financial Planning
Unlock your financial success as an IT professional: a tale of empowerment

Unlock your financial success as an IT professional: a tale of empowerment

Mar 26, 2024 | , , , ,

As a financial adviser based in Sydney, Australia, my role is to help clients navigate the intricate world of finance and investments. Recently, I had the privilege of assisting a client who is an Information Technology professional in making a strategic move to purchase additional employee shares at a reduced rate while simultaneously selling the same number of shares of vested RSUs (Restricted Stock Units). This is a success story that highlights the importance of sound financial advice and the potential benefits it can bring to individuals in the tech industry.

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Consistency is key to comfort: a client Q&A

Consistency is key to comfort: a client Q&A

Mar 26, 2024 | , , , ,

Jock Kelso started from humble beginnings and is now a retired radio advertising executive. With his lovely wife Dot, they have a family and lived in Sydney while Jock worked for various top radio stations and was Sales Manager at Radio 2UE Sydney. He describes these years as an incredible buzz, but could see that going onto senior management was not his forte, so instead decided to go out and set up his own company, MediaMart. During his career he managed radio advertising campaigns for numerous big name household brands.  Jock and Dot, his wife of 52 years, now live a comfortable and envious retirement. 

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Navigating the current interest rate environment

Navigating the current interest rate environment

Mar 26, 2024 | , ,

The current interest rate environment is challenging. Australia’s cash rate has risen 12 times from .10% back in April 2022 to 4.10% in June 2023 – an increase of 4.00%. With the RBA remaining steadfast to its inflationary target to ensure inflation does not become entrenched, the likelihood is of more pain before some light on the horizon. As finance and mortgage brokers we are assisting mortgage holders through this time and wanted to share some guidance and tips for consideration.

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How to design your ideal retirement in six steps

How to design your ideal retirement in six steps

Mar 26, 2024 | , ,

Here we will explore essential steps to take before you retire, helping you build a clear vision of your post-retirement life and ensure that you have the financial means to enjoy it to the fullest and embrace retirement with confidence. Whether you aspire to travel the world, indulge in hobbies, or simply relish quality time with loved ones, taking these proactive measures will lay the foundation for a rewarding and worry-free retirement journey.

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How much super should you have in your 50’s?

How much super should you have in your 50’s?

Mar 26, 2024 | , ,

As financial advisers, one of the biggest questions we get asked is how much individuals should have in their superannuation account at a certain age. It is essential to consider that each person’s situation may vary. The amount you should have in your super fund in your 50s can vary depending on various factors, including your retirement goals, lifestyle expectations, and current financial situation.

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