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Reasons You Must Go With Fee-Only Financial Advisors

Posted by on Jan 26, 2015 in Uncategorized | 0 comments

While some manage to chalk out their private financials without any external assistance, the majority still depends on professional financial mentors to guide them through the process. There are different types of financial advisors and the decision to hire a specific type usually hinges around the “value-for-money” ideology. If this is your first time resorting to third-party financial planning assistance, continue reading to understand how fee-only advisors provide more bang for the buck. Customised Service Fee-only financial...

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Financial advice for new graduates

Posted by on Jan 6, 2015 in Uncategorized | 0 comments

After studying for so many years it can be very exciting to suddenly start banking a graduate salary. If you’re a young man, it can be tempting to start living it up, getting loans for new cars and eating out regularly. However if your lifestyle suddenly increases beyond your new income you’ll find yourself broke and eating instant noodles before you know it. Here are some tips a financial advisor might propose to help you keep your spending under control. Wardrobe While it can seem like you need to rush out and buy a set of new...

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Don’t Spend Your Tax Return—Invest It

Posted by on Jan 5, 2015 in Uncategorized | 0 comments

When a tax refund is on the cards, the notion of tax return investment is probably the furthest thing from anyone’s mind. Whether there will be a refund of $500 or $2,500, the temptation is usually to spend it or clear an outstanding bill. Choosing to use this money in a different way could actually determine your future financial position. It’s rather simple. Don’t spend a tax refund. Invest it.   Future investment People dream of having a little nest egg set aside for a rainy day, for a future property purchase...

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Do You Need an Accountant if You Are an Executor of a Will?

Posted by on Dec 30, 2014 in Uncategorized | 0 comments

When it comes to wills, the laws are different in each Australian state and territory. But, they are somewhat uniform, and you can expect pretty much the same process, no matter where you live. If you are the executor of a will, it is important that you hire an accountant to take care of the estate taxes. You are responsible for making sure that all inheritance laws are followed. Often, many of these laws can be confusing, especially when it comes to the inheritance tax and capital gains tax, which is why you need accountants to help. Here is...

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