Sydney Financial Planners

Creating wealth in today’s financial environment can be a challenge.  Here are our Top 6 Tips for Financial Success from our Sydney Financial Planners: 1.  Understand basic financial concepts It’s hard to have a chance at real financial success unless you’ve mastered some basic financial concepts.  Need to learn the basics of investing?  Our free [...]

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 [...]

Financial Planning to afford your child’s Private School Fees Being a parent and affording school fees isn’t always easy.  A survery conducted in Australia in 2006 found that 55% of parents heavily underestimate the costs of educating their children.  Over the past decade, the number of children attending private schools in Australia has risen by [...]

Australia’s love affair with property makes it seem as though half of Australia is saving for a deposit on a house whilst the other half are trying to pay off their mortgage! If you have a mortgage though, there are some tax effective strategies that you might want to discuss with us that can help [...]

We’ve certainly seen first hand over the past 18 months the impact of volatility on investing.  Look at a chart of the performance of the All Ordinaries over that time frame and you’ll see so many mountains and valleys that you’d be forgiven for thinking you’re looking at an elevation map of the Himalayas! Forget [...]