by Milestone Financial | May 4, 2023 | Financial independence, Retire Right
Investment Philosophy Forward-looking We believe that taking a forward-looking view of expected returns can provide investors with an understanding of expected outcomes and the implied risks in financial markets. This can mean at times making decisions that are...
by melissa | Sep 10, 2019 | Be debt free, Buy an investment property, Care for others, Financial independence, Home and family, Protect my lifestyle, Retire Right
Overview and outlook – Global markets Recession risk continues to increase, and the actions of the US President are not helping. Escalating the trade war through further increases to tariffs and sledging of his own Central Bank are causing concerns in markets...
by melissa | Apr 2, 2019 | Financial independence, Home and family, Retire Right
‘Catch up’ contributions available to boost your super If you’d like to boost your super account for your retirement, there are options available to you. One of these is to make ‘catch up’ concessional contributions, and the 2019/20 Financial Year is the first time...
by melissa | Nov 19, 2018 | Be debt free, Financial independence, Home and family
Financial Planning can increase your happiness Most people go to see a financial planner for a specific purpose – to take out an insurance policy, invest in a managed fund, or increase their super. However, we believe that financial planning can provide more...
by melissa | Oct 9, 2018 | Financial independence, Retire Right
Preserve or not to preserve We often get clients asking whether they should preserve their defined benefit super (including the CSS, PSSap and Military super scheme members) or not if they have been offered a voluntary redundancy. Should the take a PSS...
by melissa | Oct 9, 2018 | Financial independence, Home and family
Intergenerational wealth transfer In simple terms, estate planning involves passing on assets to your family when you die. It often is a huge issue for all family members concerned. If done well and executed properly, it can make a real difference to the financial...
