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Building Your Wealth

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Downsize your home & Upsize your super


It’s the great Australian dream to own your own home. Whilst in our younger years, when it comes to buying (or upsizing) our homes, it can be seductive to “keep up with the Joneses”. Later in life, it can be just as alluring to downsize them. Lowered costs of electricity, insurances. Less maintenance. More time to go out and travel and live out your retirement dreams.

Budget

Let’s talk numbers

I get it, numbers – not everyone’s cup of tea, especially when there are too many of them being thrown about. But sometimes numbers help – numbers are facts, they are not open to misinterpretation – the context in which they are used of course can be (misinterpreted) but not the numbers themselves. As Pythagoras, the great mathematician said – “Number is the within of all things!”

ld & Young Hands

Children Inheritance – how much should you leave them?

When considering one’s legacy, deciding how much to leave your children, grandchildren and other beneficiaries is one of the most important questions families face particularly the wealthy. The range of possible answers is ‘everything’ to ‘nothing’.