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Do you help your children buy a home?
In this episode, join financial advisers Rob & Amy as they delve into essential strategies to maximise your End of Financial Year (EOFY). Learn how to achieve significant tax wins and optimise your superannuation contributions with our easy-to-follow advice. Whether you’re looking to improve your personal financial position or simply want to make the most of the EOFY, this episode offers valuable insights and actionable tips to boost your financial well-being! To view the video version of this episode visit https://youtu.be/x89ssPQ0jNQ?si=xeLfRmpKbF6aHfUC Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
Phases of Retirement: Go Go, Slow Go, No Go!
“Increase the memories to reduce the regret” – Rob Goudie From the adventurous “Go-Go Years”, to the reflective “Slow-Go Years” and the contemplative “No-Go Years,” we explore the three phases of retirement, ensuring you get the very most out of every stage of retirement. Tune in for expert advice on navigating your golden years with financial confidence and zero regrets. Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.
Investing for Minors
Unlock the secrets to investing for minors in our latest episode! From adult-managed trusts to tax rules, we’ve got you covered. Discover strategies to mitigate tax impact and explore alternative investment options like Listed Investment Companies (LICs). Learn how to give money to children at certain ages and delve into the benefits of education bonds. Plus testamentary trust options for added protection and flexibility. Don’t miss out on valuable insights for securing your child’s financial future! Robert Goudie, CFP, GradDipFP (ASIC Reg 235974) and Amy Lehmann, BBus (FinPlan), BBus (Acc) (ASIC Reg 1292710), are authorised representatives of Consortium Private Wealth Pty Ltd | ABN 74 616 250 965 AFS Licence 495401.