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 16, 2019 | Be debt free, Buy an investment property, Retire Right
Rate cuts are a way for the RBA to help stimulate the economy When the RBA lowers the official cash rate, banks may follow suit and lower interest rates on the loans they provide. When rates are lower, you pay less interest on your debt, freeing up money for you to...
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 | 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 7, 2018 | Buy an investment property, Financial independence, Retire Right
Create a passive income stream Many people look to traditional income investments like term deposits when they think of a passive income stream. But with falling interest rates it may be more appropriate to look elsewhere for investments that offer an income...