We have been lucky enough to have Trent Fleskens, Managing Director of Strategic Property Group, Perth Settlement Agent and Perth Mortgage Broker, record a webinar for our valued clients at Momentum Planning detailing the current state of the property market in WA. You can view this webinar via the link below: https://drive.google.com/file/d/1HV5OPNvEDBMIS6uRX7uhgjQd_EJETlzu/view?usp=sharing
A couple with a young child don’t want to make the wrong choices. Download PDF (8.52mb)
Those in their 20’s are very fortunate to have the superannuation system in place to support their retirement. By the time they are ready to retire, superannuation has the potential to be one of their largest assets. Advice for the 20’s is to get to know your superannuation NOW. Take the time to research or [...]
CJ should seek professional advice and think very carefully before buying a property right now. As a young, single guy, working in a volatile sector such as mining, away from his family base in Melbourne there are many changes that could occur in his life quite quickly that see him wanting to take a different [...]
Just because you have time on your side, does not mean that you should take more risk on the belief that you have time to recover if things go wrong. That is flawed thinking. If you take less risk, you increase the probability of achieving the return you’re targeting and you don’t need “knock-out” returns [...]
Young singles in Australia have never found it harder to buy into property and whilst it’s a common goal, it should be well considered as any purchase at current prices will require significant cashflow and for a single earner – this equals risk. For this young male, he has the ability to save $25k [...]
"People with multiple employers and a range of salary sacrifice arrangements were also vulnerable to breaching the concessional cap, as were people who made additional payments to cover insurance arrangements sitting inside the fund, who then forgot that those payments were a superannuation contribution." Download to read more... Download PDF (2MB)
Brad & Leanne may believe their goals are a pipe dream, but planner Pippa Elliott an award winning Certified Financial Planner, believes otherwise. Download to read more.... Download PDF (1MB)
Don’t get caught up in the hysteria around having to own your own home at any cost. It’s not a bad starting point, but it’s not the only way to get ahead. If you lock yourself into a position where a home is all you can afford until you retire, then you’re likely to be [...]
THERE have been a lot of negative reports around lately about financial planners and commissions. Of course, some of it is justified, and a healthy debate on the issue is a must. But there is good advice and genuine help for people if they know where to go and what to look for. Sometimes, writes [...]
