Borrowing to Invest

Could a falling share market actually increase your retirement income? Many Australians assume that once their assets rise above the Centrelink limits, the Age Pension is off the table forever….

In this episode we jump into real-life client scenarios, exploring topics ranging from the tax advantages of progressive giving, to the opportunity costs linked with negative gearing. Plus essential considerations…

Join us as we discuss the intricacies (and benefits!) of age gaps between partners in retirement. From financial advantages to lifestyle choices, discover how an age disparity influences pension and social…

Join us as we dissect the current investment market, analysing recent trends, discussing the surge in market values and what it means for our investment portfolios. Who determines if things…

Wondering if a Trust is the right move for your investments? In this episode, Amy Lehmann and Robert Goudie break down when (and why) it might be time to set…