TAX
You don’t like paying more tax than you need to and in Australia, we pay a lot of tax. But with some planning, you can take advantage of the tax rules and can cut your tax bill (legally) and keep more of your hard-earned income so you can use it to get ahead.
When we help people invest, pay down debt or prepare for their future, we make sure you’re being tax efficient. This helps you build your money momentum faster so you can get where you want to be sooner.
The tax rules can be super complicated and overwhelming, but we break down the concepts and educate you so that you’re empowered to make tax-smart choices with confidence. We’ve also got systems that can make it easier to manage your tax reporting and work with your tax accountant
Loans
Your mortgage should be working for you - not the other way around. Understanding your current debt and how best to structure it to ensure it is efficient can free up cash flow, pay off debt quicker or allow you to build your investment portfolio. I help assess your Mortgages, Investment Loans and gearing strategies to achieve this. A useful website to help with your debt is Money Smart reduce my debt section.