Category: Financial Planning

Imagine feeling on top of your finances. Knowing you’re in a position to enjoy your life today, while also saving for tomorrow. If that sounds good to you, you’re not alone. In a recent survey, 54% of Australians aged 55-64 strongly agreed they’d like that too (i). Yet, many of us don’t feel like we’re […]

By David Baruffi, Financial Advisor This article was originally published in The West Australian ‘Secure Your Future‘ insert on 21 August, 2017. We are about to see the greatest intergenerational transfer of wealth in history as baby boomers collect inherited wealth and start to plan to pass on their wealth to their children. Two questions […]

Online source: Produced by AMP Life Limited and published 10 April 2017. Original article.. Print source: By AMP Life Limited, originally published on 10 April 2017 on amp.com.au/insights With multiple avenues to explore, thinking about aged care earlier rather than later could provide you or your loved one with greater flexibility. It’s possible that in the […]

The end of a significant relationship is a difficult time, marking the move into a new phase of your life. It’s hard enough navigating the emotional upheaval and dealing with often conflicting emotions, let alone working through the practical considerations of finances and separation of joint assets. Sadly, divorce is something that many people face […]

By Dee (Dewi) Chan, Financial Advisor Everybody loves an online calculator. Calculators ask us to input some basic information, and then make quick work of figuring out the most complex computations for us. And they’re kind of fun. There are thousands of calculators online that help millions of people figure things out every day. From […]

The end of the financial year is fast approaching, and many of us will be focusing on tax matters. However, June offers a good opportunity to review your total financial picture, and there is still time to boost your wealth and financial well-being. Six simple steps can make a valuable difference ahead of 30 June. […]

This article was published in The West Australian on 6 June 2017: Six tips for end of tax year By Daniel Viola, Financial Advisor, Blueprint Wealth The end of the financial year is looming. Whilst it is always a good idea to plan ahead, and manage your tax affairs early in the financial year, here […]

By David Baruffi, Financial Advisor As parents we always want to help our children. However, financially there comes a time when you should stop. While making our kids’ lives easy is hard-wired into us, our efforts to lessen their pain can, in some instances, end up in disaster. Here are a few examples of things […]

The 2017-18 Budget has much to make it popular. In fact, the goodies make it almost feel like a pre-election rather than a post-election budget. The transformation from the austerity to end “the age of entitlement” of the 2014 budget to the “fairness, security and opportunity” of this Budget has been profound.i Key points – […]

By David Baruffi, Financial Advisor All parents want to be there when their children need help. Many clients want to retain access to large lump sums just in case their children fall into desperate stakes. This is usually at the cost of low earnings from term deposits. However, my most astute clients protect their children […]