Insights
Financial Advice
Expert advice to help you make informed financial decisions.
25 September 2019/Financial Advice
Making the most of record-low interest rates
The Reserve Bank of Australia (RBA) took the cash rate to a record low of 1% in July, bringing mortgage rates to their lowest level in more than half a century.
23 July 2019/Financial Advice
When can I access my Super?
Superannuation is generally intended to help fund your retirement, but there are instances where you may also be able to withdraw your super savings early, depending on your situation.
11 July 2019/Market Update
Happy New Financial Year 2019!
Bill Bracey provides a video economic update for the new financial year, covering markets, property and interest rates.
21 June 2019/Financial Advice
The wisdom of ‘no change’ recommendation in investing
In 2019, the Australian population tipped over 25 million. None of these lovely people have any chance of sustaining a successful investment strategy without the help of an empathetic and tough loving investment adviser.
24 April 2019/Budgeting
How to turn One Day to Day One – Budgeting
No one wants to budget. It’s scary, it takes a long time, it would deprive me from…
20 March 2019/Budgeting
6 steps to get your money stuff together
If you’re like three out of four Australians, you may have started the year without a proper budget.
20 March 2019/Financial Advice
Fussy buyers snub houses that don’t present well
If presentation isn’t on point, many buyers keep looking, which is an important point to remember for those wanting to sell in the current market.
15 February 2019/Financial Advice
Marriage in later life
Romance blooms at any age, including as we get older and supposedly wiser about such things of the heart, and head.
22 January 2019/Financial Advice
Investing in a holiday home
Is it really your great Aussie dream? It happens every year. You’re strolling down the high street of your local beachside town enjoying a long hot summer with the family when a holiday home in the real estate agents’…
22 January 2019/Financial Advice
Planning is the key to making it financially
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.
28 December 2018/Financial Advice
Get ready for the first year of retirement
Will you be a honeymooner, a go-getter or a relaxer? The first year of retirement is one of transition in which you will need to adjust to major changes that can bring big rewards.
25 October 2018
Your Best Interest – Helen’s story about financial security
Bill Bracey featured on the Your Best Interests TV show with Helen – see how professional Financial Planning helped her and her family achieve financial security beyond what she thought was ever possible.










