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Turning your home into an investment property- tax structuring

A lot of people I speak with have intentions to one day turn their home into an investment property. Sadly, this isn’t as easy from a tax perspective […]

  • by Ben Brett
  • 20 Oct 2025
  • Ben Brett
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How risky is your high risk super investment?

I had a great chat with a client recently about her view on risk and her superannuation. As part of the financial advice process, we will ask clients […]

  • by Ben Brett
  • 11 Sep 2025
  • General
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Credit Cards- Friend or Foe?

As an avid consumer of online financial content, I’ve seen the entire spectrum of advice when it comes to whether you should have a credit card. From Dave […]

  • by Ben Brett
  • 12 Aug 2025
  • General
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How to get the benefit of a budget without the boring budget

A good financial plan always starts with a good budget. A budget means that instead of letting your money decide each month where it goes itself, you give […]

  • by Ben Brett
  • 15 Jul 2025
  • Budgeting
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Retirement: finish strong or fumble the ball?

As a financial adviser, I see a similar pattern among people in the 50s+ cohort which can have devastating effects. The situation usually looks like this: The couple […]

  • by Ben Brett
  • 11 Jun 2025
  • General
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