Resources

Generational Wealth Management: How to Build and Preserve Family Assets in Australia

Generational wealth refers to the assets passed down from one generation to the next, helping to create long-term financial security for families. In Australia, many are focusing on building and protecting their family wealth through strategic financial planning.

Author

Coast Financial Planning

Debunking 10 Common Myths About Personal Finance

Taking control of your finances starts by clearing up the myths that could be holding you back. As Financial Planners for clients across the Northern Rivers and Gold Coast in the article we break down 10 common misconceptions and provide the facts to help you make more informed decisions about your financial future.

Author

Coast Financial Planning

Retirement Planning for Small Business Owners

As a small business owner, planning for retirement can feel like an overwhelming task. With many small business owners relying on their business as their primary source of income, it’s essential to have a well-thought-out retirement strategy.

Author

Coast Financial Planning

Financial Planning Tips for Women

At Coast Financial Planning, we understand that financial planning can present unique challenges for women. Whether balancing career goals, family responsibilities, or preparing for retirement, creating a solid financial strategy is key to achieving independence and security.

Author

Coast Financial Planning

What Assets Can A Pensioner Have?

There are a few key things to remember when it comes to what assets a pensioner can have. The first is that a pensioner can have a home, a car, and a small amount of savings. The second is that a pensioner can also have a job, which can provide an income.

Author

Coast Financial Planning

What Is A Financial Advisor?

A financial advisor is a professional who helps people manage their money. Financial advisors can help you with a wide range of financial decisions, from investing and saving for retirement to buying insurance and managing debt.‍

Author

Coast Financial Planning

Financial Planning For Retirement

Financial planning for retirement can seem like a daunting task, especially if you're not sure where to start. But with a little planning and forethought, you can ensure a comfortable retirement for yourself and your loved ones.

Author

Coast Financial Planning

What Are Income Tax Brackets?

The tax system in Australia is progressive, which means that the more you earn, the higher percentage of tax you pay.

Author

Coast Financial Planning

How To Become A Financial Planner In Australia

Are you good with money? Do you have a head for numbers? Are you interested in helping people achieve their financial goals? If so, a career as a financial planner could be for you.

Author

Coast Financial Planning

How Do Bonds Work?

Bonds are one of the most popular investments, but how do they work?

Author

Coast Financial Planning

How To Buy Shares Online In Australia

When it comes to buying shares online and trading platforms in Australia, there are a few things you need to know in order to make the most informed decision possible and ensure that you are getting the best possible value for your money.

Author

Coast Financial Planning

How To Invest Money in Your 20s

If you're in your 20s, you're probably thinking about your future and how to best invest your money. It's important to start thinking about investing now, so that you can secure your financial future and retire comfortably.

Author

Coast Financial Planning

How To Sell Shares

If you're like most people, you probably have a few shares of stock that you've been meaning to sell. But when it comes time to actually do it, you might feel a little lost.

Author

Coast Financial Planning

How To Set Up A Self Managed Super Fund

A self-managed super fund (SMSF) is a great way to take control of your retirement savings and invest in a way that suits your unique circumstances.

Author

Coast Financial Planning

Superannuation Advice

These are for the people out there who like to have control of their own investments and have a sound knowledge of where or what to invest in.

Author

Coast Financial Planning

Self Managed Super Fund Advice

When you say Self-Managed Super Funds or SMSF’S, it means that you are saving for your future retirement.

Author

Coast Financial Planning

For information in relation to Alliance Wealth as Australian Financial Services Licensees, please click here.

The information in this communication has been prepared on a general advice basis only. The advice has been prepared without taking account of your specific objectives, financial situation or needs. Accordingly, you should, before acting on the advice, consider the appropriateness of the advice having regard to your objectives, financial situation and needs. In cases where the advice relates to the acquisition, or possible acquisition, of a particular financial product, you should obtain a Product Disclosure Statement (or other relevant information statement) and consider such document before you make any decision about whether or not to acquire the product. For these reasons, it is imperative that you seek advice from your financial advisor before making any investment decisions.

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