Simon Ashman is a Financial Planner with Strategic Invest Blue. He is passionate about helping clients improve their financial position so that they can live their best possible lives. He enjoys taking the time to best understand the long-term goals that matter most to his clients and knows that for these goals to be achieved, key strategies need to be taken advantage of. Such strategies include salary sacrifice and salary packaging. Here, Simon shares his insight on both.
So you’ve come into some money, now what to do with it?
It is useful to understand how loan repayments work. It’s not something that is uncommon too, at times, feel intimidated by. Loans and the ins and outs of understanding formulas and keywords are simpler than you think.
If you’re nearing retirement and keen to be debt-free when you get there, you may be considering whether taking your super as a lump sum to pay off your home loan is a good decision.
We caught up with Financial Planner and newlywed, Taylor Mifsud for all the ins and outs of how to plan a wedding without blowing the budget!
Trying to time investment markets is difficult if not impossible at the best of times, let alone now. The war in Ukraine, rising inflation and interest rates and an upcoming federal election have all added to market uncertainty and volatility.
What are the differences between fixed interest and variable interest rates? Choose the loan type that best suits your needs and goals.
Ever wondered what the difference is between ‘active’ and ‘passive’ management of investment portfolios? For David Donato of Strategic Invest Blue, this is a commonly asked question. Here, David offers his insight into why taking a personalised approach is so important when it comes to helping clients with their investments.
Are you a goal setter? For many of us our goals often come back to physical or financial health, but did you know the two are connected?