As our family members or friends get older, it’s normal to worry about them and want to help. But it’s not that easy to know what to do. If you’re finding it tricky, here are some ideas to get the ball rolling. Start a money conversation Sometimes, it’s not easy for older people to talk … Read more
Discover why having a core-satellite approach to your portfolio is a powerful investment tool. What is a core-satellite strategy and why is it so powerful? In essence, core-satellite is an investment approach that combines the benefits of index funds—lower cost, broader diversification, tax efficiency and lower volatility— with actively managed funds or other direct investments … Read more
Tax breaks are always good news, but for house hunters they can have an added bonus. Not only do tax cuts mean potential buyers have more cash in their pocket at the end of the financial year, but they’re also looking at increased borrowing power. A typical homebuyer’s borrowing capacity could rise by tens of … Read more
Suite 31111,
Level 11,
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9 Lawson Street
Southport Qld 4215
PO Box 407, Surfers Paradise, Qld 4217
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T M O’Sullivan Pty Ltd (T/A Right Fit Financial Advisors) is a Corporate Authorised Representative (No. 419232) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No. 223135.
