Every Tuesday at 10 AM, we’ll tackle 3 key questions in under 10 minutes, covering everything from superannuation, investing, and financial strategies ranging from retirement planning to estate strategies and wealth protection. Our goal? To not only answer your questions but also break down why they matter, what to consider, and how to take the next step using real life scenarios and questions from you!
In Episode 6 of Tuesday Tea & Tips, we continue our mission of simplifying smart financial decision-making by exploring three different topics. We wish to slightly change tack this week and talk through an amalgamation of interesting strategies we’ve come across our time, partnering with clients on their financial journey.
This week focuses on a case study. We highlight practical strategies across key areas like divesting from property, retirement planning, tax planning, managing an inheritance and helping children get into Sydney’s property market through the First Home Super Saver scheme. Whether you’re planning for your future or looking to optimise your financial position, this episode breaks down important concepts into easy, actionable insights.
Whether you’re looking to retire, minimise tax or buy your first home, this week’s episode is a must-see!
The Case Studies covered this week (Click the links to read the full articles):
Please note that anything discussed in this video is General Advice only and does not consider your circumstances. Should you wish to discuss your options, follow the link below and book a complimentary financial strategy consultation with one of our Wealth Advisors.
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