As we enter a new financial year, stay informed about the 2024 tax cuts and latest super changes impacting your financial planning. The upcoming adjustments, including tax cuts and increases in superannuation contributions, present new opportunities and considerations for every working Australian. Let’s dive into what these changes mean for you. Tax rate changes 2024…
Looking to prepare for aged care and seeking clear guidance from a seasoned financial planner? Look no further! Whether you’re just starting the journey or assisting a loved one, navigating the intricacies of financial planning for aged care requires careful consideration of various factors beyond what meets the eye. In our last blog, we discussed…
Looking to retire next year? A comfortable retirement involves planning, seeking advice, and making wise financial decisions. During the Christmas break and as the new year approaches, many individuals contemplate what the upcoming year holds for them. Those nearing retirement age often ponder whether this will be the year they finally retire. Making a significant…
In this blog we talk about the superannuation downsizer contribution and explain how our Certified Financial Planner® is helping one couple maximise the proceeds of their house sale in a tax-effective way. If you have questions for our team, or would like personalised financial advice, please don’t hesitate to get in touch with us by…
At Precision Wealth Management, we understand that having a family comes with unique challenges and responsibilities, but financial planning can help to reduce the associated stresses and create financial stability for the future. In this blog, we share details of how our Certified Financial Planner® Glenn Hilber advised one North Brisbane family who were hoping to maximise…
Do you want those final years or decades to be truly golden? Let’s face it, we all do! But to ensure our retirement in Australia is successful there’s plenty of pre-planning to be done. If you’re yet to start preparing for this time in your life, our latest blog might shed some light on where…
As Certified Financial Planners ®, we are often asked the question, “Should I invest or pay off my mortgage?” The answer depends on various factors, such as how much equity you’ve got and your cash flow. In our video below, we explain some basic investing principles for people who’ve got a mortgage and enough cash…
Retirement planning can be difficult because it’s hard to predict just how many golden years you’ll have and how much money you’ll need to make the most of them. In this blog, we share 5 of the biggest retirement planning mistakes the Certified Financial Planners® at Precision Wealth Management often see. And not all of…