We are often bombarded with information relating to retirement planning. How much do you need in Superannuation for a comfortable retirement? What is the best way yo save for retirement? Should I buy an investment property to help fund my retirement or put money into a share portfolio? All of these questions are very legitimate […]
READ MOREBudget 2021 – Tech Start Ups and Employee Share Schemes – Small Steps, More Needed
While the majority of the attention on the 2021 Budget will be on individual tax breaks, Aged Care Spending and assistance for First Home Buyers, there were a few changes of note for those in the technology sector especially the start up space. While most of our clients work at the large listed technology companies […]
READ MOREWhat Is Cost Basis on Stocks, and Why Is It Important for my RSUs?
If you have equity compensation, you may wonder how the value of the shares you hold may influence your tax bill — or how vesting, exercising, and selling your shares may impact the value of your award. The type of equity compensation matters when looking at these questions. When you have incentive stock options, the […]
READ MOREHelp! My Equity Compensation is vesting…
If you are on the receiving end of an equity compensation award, you may be overwhelmed by the amount of new information, jargon, and rules coming your way. You might also feel uncertain about how new equity grants and vesting schedules should fit into your existing financial plan. To begin, you can start by focusing […]
READ MOREBlog Post Share – Peter Switzer on jobs and the economy
Its not often that I come across a blog post or article from another financial adviser that I feel is worthy of a share or re post. But, the article I read last week from Peter Switzer on the economy and jobs is well worth a read and I would encourage you to read. It […]
READ MOREHow to win in the Game of Monopoly (and in the Property Market)
We all know the game of Monopoly. Perhaps we played in when we were younger. Personally, I really enjoy the game. It has so many lessons about money, property, cashflow and strategy that I think it should be played in schools all the time. With the Australian property market, we are seeing almost unprecedented levels […]
READ MOREHow to save BIG if you are a Tech Employee
If you’re in big tech, you know there’s nothing quite like working for a big tech company like Microsoft, Amazon, Google, or Saleforce. They’re household names all over the world, and they’re resume GOLD should you ever choose to get a new job. The downside, though, is that there’s no big liquidity event like an […]
READ MORE3 Types of Borrowing to increase your Wealth
Ever considered using borrowing to fast-track and maximise your wealth? It can be an extremely successful investment strategy when used wisely and when the investor understands the best processes as well as the potential risks. Everything that happened in financial markets in 2020 affected the Australian economy significantly. One of the effects is that interest […]
READ MORE5 Quick Ways to pay off your Home Loan Faster
Having a plan to pay off your home loan faster is a great way to accelerate your wealth creation and retirement plan. Exploring options to pay your home loan faster could potentially save money and time repaying your loan. Here are five ways you can get started today: 1. Fortnightly repayments Increase the mortgage repayment […]
READ MOREHave you broken up with your bank Financial Adviser?
In the last few years since the Royal Commission into Banking & Financial Services, there has been an exodus of Financial Advisers leaving the Industry. Many of these worked at the banks. Where does that leave you if your financial adviser was one of them? The Royal Commission into Misconduct in the Banking, Superannuation and […]
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