Lifestyle Mortgage Finance & Financial Planning

21/03/2025

As many of you may be aware, we have recently relocated to 140 George St, Bundaberg West!

Unfortunately our phone systems didn’t quite get moved in time, and we’ve been without them for a week. As of today, they are being diverted so we can speak to all our wonderful clients!

Thank you all for your patience. If you’ve tried to call & still need to speak to us, please give us a ring next week, or send an email to [email protected] and we’ll give you a call!

20/03/2025

Pay off your mortgage faster

Paying off your mortgage early will save you money and take a financial load off your shoulders. Here are some ways to get rid of your mortgage debt faster. Switch to fortnightly payments If you’re currently paying monthly, consider switching to fortnightly repayments. By paying half the monthly a...

20/03/2025

Somewhere, something incredible is waiting to be known.

18/03/2025

Investment scams

Be suspicious of anyone offering you easy money. Scammers are skilled at convincing you that the investment is real, the returns are high and the risks are low. There’s always a catch. If you think you’ve been targeted by scammers, act quickly. For steps to take and where to report a scam, see w...

17/03/2025

710,000 people intend to retire in the next 5 years

17/03/2025

Succession planning – More than an exit strategy

Although the day may be a long way off, when it comes to exiting your business, the golden rule is to start planning early. With a detailed succession plan in place, you are the one who gets to decide how – and when – you leave your business. You also need to ensure the viability ... Read more

13/03/2025

Australian home prices turning back up again

Key points – CoreLogic data shows average home prices rose 0.3% in February, after a brief three-month downturn of just 0.4%. – The upswing came in anticipation of, and then confirmation of, an RBA rate cut which boosted buyer confidence. – Annual growth in rents slowed to 4.1%yoy, the slowest...

13/03/2025

Setting financial goals as a couple

Step one: what are your financial pain points? When you start making plans, chances are you’ll both come across financial pain points. In other words, the areas that need some attention and possible alterations. These might include: post-wedding or honeymoon debts different earning capacities diff...

11/03/2025

Patience, persistence, and perspiration make an unbeatable combination for success

10/03/2025

How much super you need

Take some of the guesswork out of planning for the future. Work out how much super you’ll have when you retire, and if it will be enough to fund the lifestyle you want. It’s never too soon to start planning for a better financial future. Estimate how much super you’ll have You probably know ho...

10/03/2025

Ways to help manage insurance costs:

06/03/2025

How $10,000 performed across eight asset classes in 2024

Another year of varied returns demonstrates the importance of diversification. Global share markets surged into record territory during 2024, delivering double-digit returns to many investors. Indeed, investors using broad-based exchange traded funds (ETFs) to cover the largest companies on U.S. and...