Taking time to ask yourself the big questions can be daunting and empowering at the same time. We tend to want
it all, however, prioritising your goals and needs is a valuable step. Can you afford that renovation, holiday or early retirement?
Planning for life and its ups and downs is the first step. The first of our four-part The Woman Series, here’s what we covered:
Receive award-winning information from Shannon Smit, financial adviser and winner of Women
In Finance Financial Adviser of The Year 2021
and IFA Goals Based Adviser of the Year 2021, and cohosted by Bianca Carroll, finalist in the IFA Paraplanner of The Year 2021. We invite
you to join our free webinar series and take control of your finances, regardless of your age or financial position.
Darren and Jenny have one child and are planning for his secondary education at a Melbourne private school. Utilising education bonds, they aim to ensure they have sufficient funds to cover all tuition fees and associated costs throughout his education.
As Australia's highest marginal tax bracket impacts more individuals, a growing number of Australians face rising tax obligations due to "bracket creep," where wage growth outpaces tax rate adjustments. This trend is expected to persist, with tax-efficient strategies the backbone for financial advice to help individuals secure long-term wealth.
