Setting yourself up for success in the new financial year
The start of a new financial year is the perfect time to get your financial affairs in order. Whether it’s tidying up your paperwork, assessing
Read the latest news and articles on products and services within the financial services industry.
The start of a new financial year is the perfect time to get your financial affairs in order. Whether it’s tidying up your paperwork, assessing
Before you retire If you’re planning to retire, you need to consider: your age including if you have reached your preservation age when you can
Many Australians now technically qualify to be certified as a sophisticated investor, but what are the benefits and risks? Sophisticated is a word that can
How much tax you pay on your super contributions and withdrawals depends on: your total super amount your age the type of contribution or withdrawal
The rising cost of living is grabbing all the attention right now as people struggle to pay the increasing prices. But in the meantime, our
There’s a common misperception that in order to start investing, you need a large initial sum and lots of time. Here’s why that’s a myth.
Quarterly Property Update Interest rates have been the hot topic of conversation among homebuyers for a year now. In May 2022 the RBA made its
We’re serving up the truth about some common scam myths that you might have heard, especially around tax time. Myth 1: Only older people get
Bull market surges have been longer and stronger than the bear markets that preceded them. Bear markets occur when a share market falls by 20
Many of us have dreamed of owning a holiday home, creating an escape from the hustle and bustle of city life. Holiday homes are great
It’s challenging to get a foot on the property ladder and coming up with a large enough deposit can seem like an impossible task at
It is important to understand where this income will come from, how long it will last, and whether your retirement investments are on track, or
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Wordsworth Financial Services Pty Ltd t/as Finance Unlimited Wealth is an Authorised Representative of Consultum Financial Advisers Pty Ltd. ABN 65 006 373 995 l AFSL 230323. Nicholas Kakalis is a representative of Finance Unlimited Pty Ltd (ABN No. 73 005 674 500) Australian Credit License No 391433 for the provision of mortgage and credit related services.