Chase and enjoy wealth opportunities
Typically high earners and those with high net wealth have complexity and that can get in the way of practical wealth building and management. Over
Typically high earners and those with high net wealth have complexity and that can get in the way of practical wealth building and management. Over
Inflation, rising home loan interest rates, property prices and a housing crisis, which for some pre-retirees means their adult children will not be leaving home anytime soon, market volatility and an answer to the question “Will I have enough to retire?” are among the concerns weighing heavily on pre-retirees.
Financially literate, Australia’s emerging affluent are in their 40s and they control about $2.2 trillion in household wealth comprising property, investments and super.
If you’re thinking of selling your home, using some of the proceeds to boost your super might be an attractive option. We step through the government incentives, things to consider and opportunities for your retirement planning.
On Tuesday 9 May, Treasurer Jim Chalmers handed down the Federal Budget for 2023/24, which was eagerly awaited given increasing cost of living pressures and recent interest rate rises impacting the financial situation of many Australians.
Reach out to us today and live life, your way!