by Jason Fleming | May 23, 2022 | Life and Income Protection Insurance, Resources
Another important factor to consider when producing an effective financial plan is who owns a particular asset. This can be your principal place of residence, an investment property, or superannuation/pension or investment account. Some common reasons for making...
by Jason Fleming | May 23, 2022 | Life and Income Protection Insurance, Resources
A trust is a relationship where an individual or company (the trustee) carries on a business for the benefit of other people (the beneficiaries). A common use of a Trust structure is where a trustee carries on a business for the benefit of a particular family and...
by Jason Fleming | May 23, 2022 | Life and Income Protection Insurance, Resources
Estate planning is more than just planning to allocate specific assets to certain people. Financial planners have a crucial role in estate planning because it is an extension of their primary role. Most people focus on building wealth, protecting themselves and their...
by Jason Fleming | May 23, 2022 | Resources, Superannuation and Investment Advice
If you talk to someone in the Real Estate industry, they will often tell you that Real Estate is a better investment. Conversely someone in finance will typically recommend an investment in Shares as your best option. While ideally we all need to hold an appropriate...
by Jason Fleming | May 23, 2022 | Resources, Superannuation and Investment Advice
But I thought all debt was bad? Well not necessarily! Good Debt Debt can be “good” or positive if it helps you to purchase wealth building assets. Wealth Building Assets are those that are likely to provide an income and/or grow in value over time. Good...
