Don’t wait until your 60s to see a Financial Adviser

Ask most people in their 30’s who their financial planner is, and the typical response might be huh? Most younger people have the perception that financial advisers are for older people with plenty of money to invest.

Whilst it’s true that people nearing or in retirement will benefit from sound advice. so will younger people. With the benefit of having time on their side, and with some help from an adviser, a 30-something can easily create a wealth formation plan that can provide a substantial payoff in the future.

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Putting funds away for BAS, Tax and Super

As a sole trader or small business, if possible, it is best to put money aside throughout the year to help pay for your tax. Make sure you regularly set money aside, or are aware of future tax payments, so you are able to meet your tax responsibilities. A set routine for putting aside tax as you go is essential to avoid any tax-time panic.

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