Downsizing Incentive for Seniors

By Terri Bradford

24 March 2022, 9:30 AM

As part of its "housing affordability" theme in the 2017 Federal Budget, the Federal Government is incentivising older Australians to downsize their family home by allowing them to invest the proceeds into superannuation.

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The Home Loan vs Super Debate

By Terri Bradford

22 September 2021, 8:30 AM

With interest rates the lowest we have seen for years (for many, ever), the debate about whether we should be paying down non-deductible debt first or funding additional superannuation contributions is once again topical.

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The Six Steps to Successful Wealth Creation

By Terri Bradford

07 September 2021, 8:00 AM

Financial planning is an important process in helping you achieve financial success. It is a process of defining financial goals and tailoring solutions to help you reach those goals. With the right advice and a patient investment approach achieving financial success can be relatively simple.

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