In the Media

ETF and managed funds – Which is better?

May 04, 2017

Mutual funds and exchange-traded funds (ETF) are both investment vehicles involving indirect access to the stock market. The main difference between the two is the way they can be accessed. ETFs are traded in the stock market just like a normal individual stock. This means it has its own ticker and...

Novated lease vs chattel mortgage – which one is for you?

Apr 04, 2017

Novated lease and chattel mortgage are two different options individual customers and businesses can look into if they’re planning to acquire a vehicle. Each has their own advantages and payment schemes one should take into consideration. For businesses, it’s important to understand how each option can affect the company’s balance sheet,...

Published in The Australian Newspaper – Advisor Fees

Jun 07, 2016

I wrote this article reviewing the different fee models in the financial advisory industry. I interviewed financial advisors who charged under fixed fees, asset based fees and hourly fees. Here at FinancialAdvisor.com.au we charge under asset based fees, however there are pro's and con's in each fee model...

Paying insurance from super vs paying insurances personally, which is better?

May 01, 2016

Deciding whether to have your insurance from super fund or paying it personally can be a complex decision. The question that arises is which one is better? There is no straight answer to this question as each has its own pros and cons. The main disadvantage of paying insurance through super...

The ABC’s of Child Care Rebates

Mar 18, 2016

The government’s child care rebate program is a vital part of many Australian family’s budgets. With a bit of research and some guidance, the process can be painless and straightforward. The rebate program covers 50% of all out of pocket child care expenses (up to $7,500 per child), for child...

Australian Innovation Grants: Can Small Business Play Too?

Feb 29, 2016

Today, more than ever in human history, technology is transforming and defining how we live, work, and communicate. Businesses who fail to recognize this fact, do so at their own peril. Groundbreaking development, research, and innovation are often thought of as the domain of large corporations and publicly held companies. This...

How a Redraw Facility can Cut Years from Your Homeloan

Apr 18, 2015

A redraw facility is increasingly becoming a standard option on many home loans, yet many families still don't understand exactly what it is and how it works.

Verbatim, a redraw facility is a means to access funds in the form of excess payments made on your...

Stories from our clients: Kaboodle Hampers

Apr 17, 2015

I find it a privilege to work with so many interesting and diverse clients ranging from organic farmers to brain surgeons. We even work with a few retired Accountants who have more colorful stories than one could ever imagine would come out of the mouth of an Accountant.

I...

The Alternative to the Age Old Question of Renting vs Buying

Apr 04, 2015

With house prices outpacing wage growth and reaching new highs all across Sydney many of us are starting to question how great the great Australian dream of owning your own home really is and if it is even possible.

However, many force...

What are Offset Accounts and How can they Save You Money

Apr 01, 2015

Offset accounts are an easy way to shave thousands of dollars off the value of your home loan and can even offer you tax advantages.

An offset account is simply a savings or everyday bank account linked to your mortgage. The...

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