First home buyers + the bank of Mum & Dad // Proposed tax increase on $3M+ super balances

This week we said goodbye to tech stock Altium from the Australian share market as its buyout by Renesas was officially completed… As a result, large cash payouts have been received by Altium shareholders. So, what’s the next step if you receive a substantial cash payout from an investment? Should you invest in the currently high ASX, or leave the cash in the bank? Rob & Amy share some smart alternate options to consider while the ASX is trading high.  To view the video version of this episode visit https://youtu.be/U-LhtxZJTys?si=3lfPLZciVxyuUem_ 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. 

Join us as we discuss the intricacies (and benefits!) of age gaps between partners in retirement. From financial advantages to lifestyle choices, discover how an age disparity influences pension and social security benefits, retirement savings strategies, and the management of insurance and healthcare costs. We’ll delve into the impact on lifestyle and travel, the importance of updated wills and medical directives, and explore both the challenges and benefits of building social circles and community engagement across different age groups. Tune in for financial insights and relatable client stories … 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. 

Join us as we explore the essential elements of effective money management, offering insights into building a secure future. From spending wisely and creating financial safety nets to making strategic investments for the long term, we’ll cover it all. Discover the joy of mastering your finances and gain a deeper understanding of the path to financial greatness. Tune in for a conversation filled with tips and guidance to make your financial journey both enjoyable and achievable! 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.