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.
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.
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.
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.
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.
The tax system in Australia is progressive, which means that the more you earn, the higher percentage of tax you pay.
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.
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.
When you say Self-Managed Super Funds or SMSF’S, it means that you are saving for your future retirement.