Keep track of your investments
Review your investments regularly to make sure you’re on track to reach your financial goals and you’re comfortable with the investment risks. Find out how
Review your investments regularly to make sure you’re on track to reach your financial goals and you’re comfortable with the investment risks. Find out how
A ‘transition to retirement’ (TTR) strategy lets you access some of your super and keep working. Setting this up can be complicated, so contact your
Find out how to save money every day and make a savings plan to stay on track. Separate and automate your savings An online savings account is
Navigating the aged care system can be complex, so it’s best to plan ahead. Plan ahead for aged care Our ability to live independently can
What are interest rates? The interest rate is the amount a borrower pays for borrowing money from a lender, which is why it’s often referred
When purchasing an investment property, there are a number of factors that could increase or reduce your potential return on investment. In this case it’s
Australians are leaving capital cities in droves in a phenomenon being referred to as ‘The Great Relocation’. However, there’s a lot to consider beyond the
With the end of financial year approaching, it’s a good time to review your personal balance sheet. If it’s not as healthy as you would
The Australian Taxation Office (ATO) has today announced four key focus areas for Tax Time 2022. The ATO will be focusing on: record-keeping work-related expenses
This time of year, people’s thoughts start turning to their tax return, but it can also be a good time to set things up so
It’s tempting to put price above everything else when choosing insurance for your property. However, whether you’ve just taken out a new mortgage or are
It’s a big decision when you decide you’re going to start saving to buy a home. It may seem like it’s going to take forever,
Suite 31111,
Level 11,
Tower 3, Southport Central
9 Lawson Street
Southport Qld 4215
PO Box 407, Surfers Paradise, Qld 4217
Mon - Fri: 9am - 5pm
Sat - Sun: Closed
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.