There’s a common misperception that superannuation is an investment, however, it’s really a place to save in a low-tax environment where you get to choose how it’s invested, Financial Adviser Tony Daly explains.
As baby boomers shift into retirement, Australia is on the brink of the nation’s biggest ever intergenerational wealth transfer. Yet estate or inheritance planning is rarely discussed by families.
Nick Tremayne is a Financial Planner with Hobart’s Strategic Invest Blue. He enjoys helping people navigate the complexities of the financial world and finds it fulfilling to bring peace of mind to his clients so that they have more time for the things they love. Here, Nick discusses in brief the pros and cons of investment properties.
Financial advice isn’t just about investments and superannuation. At Invest Blue, we are here to help you define your goals and understand which strategies suit you best so ultimately you can live your best possible life.
Financial planning is much more than choosing products and investment funds. At Invest Blue financial planning it is about creating a plan that is designed to empower you to live your best possible life.
When was the last time you reviewed your home loan?
Is now the time to get back on track with your finances and start achieving your dreams and goals?
New rules coming into force on July 1 will create opportunities for older Australians to boost their retirement savings and younger Australians to build a home deposit, all within the tax-efficient superannuation system.