Financial Planning

For many people, super remains a highly tax-effective structure to hold investments for the accumulation of retirement savings, as well as maintaining their risk/insurance protection.

If you’re like three out of four Australians, you may have started the year without a proper budget.

Here are some tips to start paying off your debt. $45 billion. That’s how much Australians owe on their credit cards.

If you’ve paid off your home, have a healthy stash of super and take an overseas holiday each year, you’ve made it financially. That’s the view of many Australians according to recent research.

We’ve all had the feeling. You step off the plane from Bangkok still buzzing, images from your holiday flitting through your mind – the Parthenon, Big Ben, the Eiffel Tower.

With nearly one in three people planning to save their tax return, have you considered what you might do with yours?

What you should consider before handing over your hard earned savings. You’re probably fairly used to helping your family out with a little extra cash here and there. Whether it’s pocket money for doing chores, or money…

What is a budget? A budget is a plan that works out how you will manage your income and expenses. Maintaining a budget is a powerful way to control your money.

If, like many others, your life and money feels a bit like a juggling act – paying bills here and there … and “Uh oh, forgot about the council rates, guess that one’s going on the credit card”. You may be thinking…

Tax time is looming, which means it’s time to brush up on your tax minimisation tools. We’ve provided a few examples below to get you started

Sydney Financial Planning earns ‘Most Trusted Adviser’ status for the fourth year in a row!

After 28 years of advising clients in the Illawarra and now having more than 1,000 clients in the region, we are very proud to announce the opening of Illawarra Financial Planning’s new main office for the area.