If you’re an Australian Defence Force (ADF) member or veteran, your DHOAS loan through the Defence Home Ownership Assistance Scheme (DHOAS) could be one of the most valuable financial tools at your disposal. As your local financial adviser serving the Sunshine Coast, North Lakes and North Brisbane communities, we’ve helped many clients transform this monthly DHOAS…
One of the biggest concerns we hear from clients is, “How do I make sure I don’t run out of money in retirement?”. The truth is your retirement savings need to last as long as you do. Poor financial planning for retirees can leave people short without realising it until it’s too late. That’s why…
Retirement is an exciting milestone, but it also comes with its fair share of uncertainties -especially when it comes to ensuring your money lasts as long as you do. One of the most common concerns we hear from our clients is the fear of outliving their savings, a concept known as longevity risk. That’s where…
We are thrilled to introduce Scott, our newest Paraplanner at Precision Wealth Management. With his Bachelor’s Degree in Financial Planning and experience in the Police force and Army, Scott brings a unique perspective and skill set to our team. He possesses exceptional attention to detail, and his outgoing and magnetic personality and friendly demeanour make…
Precision Wealth Management is thrilled to announce that we have relocated to a new, premium location in Northlakes, north of Brisbane. As a leading financial advisor in the area, we understand the importance of providing top-notch service and expert advice to our clients. With this move, we are excited to take our commitment to excellence…
An early retirement is the dream for many Aussies but is it achievable for those of us dreaming of leisurely days spent in the garden, playing a round of golf every week, or travelling? To make early retirement a reality, careful planning and financial know-how are essential. This blog provides financial tips and strategies to…
Estate planning is a critical step in ensuring that your beneficiaries are provided for in the best possible way upon your passing. With a financial planner’s help, you can structure your estate to ensure your beneficiaries minimise their tax and receive the best possible outcome. At Precision Wealth Planning, we have seen (and heard) the…
If you like to use the New Year and Christmas break to reflect on your year and set new goals for the year ahead, this blog is for you! Glenn Hilber from Precision Wealth Management has shared his top 5 things to make the next year your best financially. Do you set New Year’s Resolutions…