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Why Super is Important

Posted by Louise Agnew on Wednesday, April 5th, 2017 | Blog

According to our prefered accountants SB PArtners –  they wrote this article about …..blbl

 

Clever tax-effective family planning

Posted by Louise Agnew on Friday, February 24th, 2017 | Blog, Plan

Have you ever been caught out in a family dispute over a last will and testament when a family member has passed away? Have you experienced the anguish of a random person in the family contesting a will? Have you seen your parents’ hard-earned money be gifted to someone else (more…)

Know Your Net Wealth

Posted by Louise Agnew on Friday, February 24th, 2017 | Blog, Financial Security

Know your net worth….what does this mean?

Knowing your net worth includes adding in super balances into your overall asset position.

It’s simply, what you have in $ value terms, including super balances, minus what you owe!

If you owe more than you own, start working to rectify this FIRST (more…)

Basic Steps to Building Your Wealth in 2017

Posted by Louise Agnew on Friday, February 24th, 2017 | Blog, Plan

We all have our personal and financial goals that we hope to achieve this year but are often unsure of the steps to take to improve our chances of success.

What are the basic steps to follow when it comes to building your wealth in 2017?

1. Start small

You (more…)