Diversifying into Shares

June 9, 2025 - Title: Does Buying Through a Trust or Company Affect Your Borrowing Capacity?
Title: Does Buying Through a Trust or Company Affect Your Borrowing Capacity? When considering how to purchase an investment property in Australia, many investors weigh up whether to buy in their personal name, through a family trust, or via a company. While tax planning and asset protection often drive this decision, an equally critical consideration more »

June 9, 2025 - Are we ready for kids financially?
There’s no exact dollar figure that signals you’re ready for children — but financial preparedness can significantly reduce stress and help you focus on what matters most: your growing family. ? Planning for Parental Leave Whether one or both parents plan to take time off, you’ll need to account for lost income. A financial planner more »

June 9, 2025 - Top 10 Questions People in Their 30s Ask Financial Planners (And What They Really Mean)
Your 30s are often the decade of financial awakening. You’re earning more, possibly starting a family, and beginning to think seriously about the future. Here are the top questions financial planners hear from 30-somethings — and why they matter. 1. “Am I earning enough to build wealth?” Many 30-somethings feel like they’re behind — even more »

May 8, 2025 - Top Questions People in Their 20s Ask a Financial Advisor
Introduction Your 20s are all about firsts—first job, first paycheque, maybe your first car or even your first investment. It’s also the perfect time to start building a strong financial foundation. But where do you start? We’ve compiled the most common questions young Australians ask financial advisors to help set themselves up for a financially more »