As we approach the end of the Financial Year, it can be a good time to take a moment to think about where you are at with your Finances. Are you in Control? Do you feel like you are on track? In the past few weeks, I have shared stories from clients who have been […]
READ MORELearn How Video: How do you manage your cash flow?
How do you manage your cash flow? Are you always on a cash flow treadmill? Do you plan and know your cash flow months or years in advance? Check out this video here
READ MORELearn How Article: Are you reactive or proactive with your cash flow?
Last week we look at a story of how two different professionals (Jason and Paul) went about managing their tax, specifically the tax issues that came from the employee share scheme (ESS/ESP). Paul, a client of ours, took a proactive approach to his tax planning. He has a tax forecast in place which included the […]
READ MORELearn How Article: Are you Reactive or Proactive with your Tax?
Let me tell you a story. Earlier this week, I had the pleasure of speaking with someone on LinkedIn, let’s call him Jason (not his real name). Jason reached out to me as he had found my content to be of value to him and his financial situation (I get a kick out of this […]
READ MORELearn How Video: What is your Financial Freedom Number?
In life, we set out on a journey. Ultimately, at some stage, we decide to put the feet up and finish our career and sail off into the sun set. To do that, we need money to live on. And it is this number that I talk about in this video from the archives (excuse […]
READ MORELearn How Article: How to pay your home loan off in 10 years
Buying a home is exciting. You find the perfect house, organise the finance/mortgage, settle in and start to enjoy the feeling of comfort and security that comes with owning your own home. Problem is, you don’t own it. The bank does. And for many people, especially busy professionals who might have large tax bills that […]
READ MORELearn How Video: Is it ok to use my loan redraw as a bank account?
Are you constantly re drawing from your loan to fund living expenses? What about re drawing to pay for your tax bill each year? Not a good financial idea. Why not? Check out this video here
READ MORELearn How Video: How can I get on top of my Cash Flow?
Do you feel like you are never on top of your cash flow? Paying expenses on a credit card that keeps building up each month? Paying your tax bill each year with borrowed money? Check out this video
READ MORELearn How Video: What is the Employee Share Scheme Lunch and Learn Session?
Is there a way you can learn the strategies to take control of your ESS/ESPP? Want to get on top of the cash flow and tax issues that come with the share plan? How about hearing a case study that saved over $3,000 in tax and created more than $8,000 in wealth in just 12 […]
READ MORELearn How Video: Employee Share Scheme Problems
What are the biggest problems you face as a busy professional with an ESS/ESPP? Managing the tax and cash flow issues that come with the share scheme. In this video, we explore the three biggest problems.
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