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Do you help your children buy a home?
In this episode, join financial advisers Rob & Amy as they delve into essential strategies to maximise your End of Financial Year (EOFY). Learn how to achieve significant tax wins and optimise your superannuation contributions with our easy-to-follow advice. Whether you’re looking to improve your personal financial position or simply want to make the most of the EOFY, this episode offers valuable insights and actionable tips to boost your financial well-being! To view the video version of this episode visit https://youtu.be/x89ssPQ0jNQ?si=xeLfRmpKbF6aHfUC Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
Borrowing to Invest
Dive into the strategies of borrowing for investment in our latest episode! From margin loans to leveraging home equity, we explore the benefits and risks, emphasising smart financial decisions over tax considerations. Tune in for key insights to level up your investment game! Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
How to retire on $650,000 as a single
Discover the keys to retiring comfortably as an individual with $650,000 in superannuation and savings. We delve into everything from setting spending limits to optimising your tax arrangements, and explore practical advice for managing income and assets tests to maximise your pension entitlements. Tune in for expert insights to help you retire with confidence… To view the video version of this episode visit https://youtu.be/gmP-nC5-8rY Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
How to tackle first home affordability
Today we discuss the pressing issue of housing affordability for younger generations that are looking to purchase their first home. With skyrocketing prices and cost of living pressures, the dream of owning a home seems more elusive than ever for many millennials and Gen Zers. We unpack the root causes behind this crisis, from inflated housing prices to government schemes and policies. We explore solutions aimed at leveling the playing field, making housing not just a dream, but a tangible reality for the next generation. Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.