Acting as an executor: what you need to know

Acting as an executor: what you need to know

What is an executor? An executor is a person nominated in a Will to administer an estate when someone passes. If you are appointed as an executor, you are essentially responsible for making sure their wishes are carried out, as outlined in their Will.  If a Will was...
The three phases of retirement

The three phases of retirement

Many of us see retirement as one chapter in our lives where we can enjoy what we have worked hard for in our younger years. In reality, retirees experience different phases throughout their retirement years; the early (active) phase, middle (passive) phase and late...
Teaching your kids about money

Teaching your kids about money

There is plenty of talk at the moment about educating kids about money and good saving habits. Financial Counsellor Scott Pape (also known as the Barefoot Investor), has started a Money Movement on this very topic. He is passionate about including financial literacy...
Two easy ways to maximise your tax refund

Two easy ways to maximise your tax refund

The 2021 tax return will see most taxpayers enjoying a larger than expected tax refund due to a combination of two factors; the $1,080 Tax Bonus and the ability to claim ‘working from home’ expenses. Don’t forget your Tax Bonus! Recent survey results have found that...
Is it time to consider refinancing?

Is it time to consider refinancing?

Have you thought about refinancing? By refinancing your home loan and securing a lower interest rate, you could save thousands. However, a recent survey by Compare Club has found that 57% of respondents who have owned a property for more than five years haven’t...