Why asset allocation is key to investment success
Asset allocation is the biggest determinant of investment returns. Here’s why taking the time to get it right matters. Choosing investments on a whim based
Asset allocation is the biggest determinant of investment returns. Here’s why taking the time to get it right matters. Choosing investments on a whim based
You’ll have heard the old, almost grandmotherly adage that ‘every dollar counts’. But guess what – it’s true. Voluntary after tax super contributions (also called
Key takeaways: Determining how much annual income you’ll need to maintain your lifestyle in retirement is key You also want to evaluate how much you’re
A ‘transition to retirement’ (TTR) strategy lets you access some of your super and keep working. Setting this up can be complicated, so contact your
Key takeaways Understanding the different types of investments in super and how they work, can help you decide if your current investment approach is right
Key takeaways Investing in growth assets like shares and property can generate a passive income while building your wealth over time Keeping track of your
Review your investments regularly to make sure you’re on track to reach your financial goals and you’re comfortable with the investment risks. Find out how
Key takeaways There may be tax advantages when you contribute to super, especially if you salary sacrifice or you’re eligible to claim a tax deduction
Find out how to save money every day and make a savings plan to stay on track. Separate and automate your savings An online savings account is
Key takeaways It’s important to remember that interest rate increases are gradual, and while uncomfortable now, they will help to control rising inflation Interest rate
Michael Konstas, Naj Farfoud and Dino Cataldo, Wealth & Lifestyle Pty Ltd ATF Wealth & Lifestyle Trust are Authorised Representative(s) of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995, AFSL number 230323, an Australian Financial Services Licensee, with offices at Level 6, 161 Collins Street, Melbourne VIC 3000.
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
Suite 1A, Level 1,
322 Kingsgrove Road,
Kingsgrove NSW 2208
Mon - Fri: 9am - 5pm
Sat - Sun: Closed
Michael Konstas, Naj Farfoud and Dino Cataldo, Wealth & Lifestyle Pty Ltd ATF Wealth & Lifestyle Trust are Authorised Representative(s) of Consultum Financial Advisers Pty Ltd
ABN 65 006 373 995, AFSL number 230323, an Australian Financial Services Licensee, with offices at Suite 3, Level 8, 309 Kent St Sydney NSW 2000.
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
Kingsgrove Office
Suite 1A, Level 1,Concord Office
Suite 28, Level 2,Mon - Fri: 9am - 5pm
Sat - Sun: Closed