Sydney Financial Planners

If you’ve owned your own home for several years, the chances are that your property has increased in value at the same time that your mortgage has reduced.  This equity in your home can be a potential gold mine because you can borrow against it to invest, allowing you to harness your home’s financial potential.  [...]

Most people in Australia believe the old saying “rent money is dead money”, but as you’ll see in this article on renting and property investing, this isn’t necessarily true.  If you’re smart about it, renting in your younger years can be a great financial planning strategy to help you own your own home sooner.  Don’t [...]

The Australian sharemarket makes up less than 3% of the world’s sharemarkets.  So, if you’re only invested into Aussie shares, you could be missing the opportunities of international markets such as in Asia, Europe and the US.  In addition, many industries are under-represented (or not represented) in Australia, which can limit your exposure to these [...]

Since the Australian dollar replaced the pound in 1966, it has had more ups and downs that a rollercoaster.  In 1968 the Australian dollar was linked to the US dollar at an official rate of $1.00 AUD to $1.12 USD.  Since then, the Australian dollar has never matched or exceeded the USD.  Back in 2001, [...]

New parents and grandparents often wish to save for their child or grandchild’s future.  Saving and investing on a child’s behalf can be a great way of securing their future.  Unfortunately, investing for a child is often far from simple, bringing with it a myriad of tax and other considerations.  You will need to decide [...]