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What is creditworthiness? It might be a bit of a mouthful, but the concept of creditworthiness is simple enough to understand. The term refers to a person or company considered suitable to receive credit –
Diversification is an investment strategy that lowers your portfolio’s risk and helps you get more stable returns. You diversify by investing your money across different asset classes — such as shares, property, bonds and private
About downsizer contributions If you are 55 or older, you may be able to contribute up to $300,000 from the proceeds of the sale (or part sale) of your home into your superannuation fund. A
Check the income to declare, when to report a loss, and deductions you can claim for managed investment trusts. Types of managed investment trusts Managed investment trusts include: cash management trusts money market trusts mortgage
If you’re age 60 or over, own your home and need to access money, releasing equity from your home may be an option. There is risk involved and a long-term financial impact. Get independent financial
If you own a rental property or holiday home, work out if your rental arrangements are for an investment or a business. Common rental arrangements Common rental arrangements include where you: rent part of the
Why invest in property? What makes this such a popular option? You can earn rental income plus benefit from capital growth. What’s different for investors vs. homeowners? Stamp duty If you’re an investor you’ll also
Life is pretty frantic, and it is common to feel like it’s a struggle to keep up the pace. In fact, feeling exhausted is so common that it has its own acronym, TATT, which stands
Monitor how your shares are performing compared to similar companies or the market overall. Stay up-to-date with company, economic and market changes. This gives you a better chance of acting quickly to take advantage of
From Proverbs to John Lennon, many people have said it – and the last nine months have been a reminder of its truth: life happens when you are making other plans. While investors were worrying
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DavidGordonLong Pty Ltd, [ACN 619 960 584], trading as Hello Wealth, is a Corporate Authorised Representative N: 1261139 of GPS Wealth Ltd ABN 17 005 482 726 AFSL 254 544.
Financial Adviser and Director, Noni Crawford is an Authorised Representative N. 340187 of Hello Wealth.
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These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.
Level 15, 115 Pitt Street, Sydney
Telephone: +61 2 8074 8599
E-mail: info@eastonwealth.com.au
Website: https://gpswealth.com.au/
Master Your Money | Online Wealth Coach is your step-by-step guide to insider financial planning secrets in a 12-module online format, covering every money-topic for all financial circumstances.
Provided in an easy to digest and hands-on format, the platform was built with you in mind so that you feel empowered to reach your financial goals, at your own pace in the comfort of your home!
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