Resources 2017-09-13T19:13:46+00:00

Publications & eBooks

Will I have to work until I am 70?
Financial Planning?

Are you in the 18% or the 82%? Where are you at?
File Size: 2.1 Mb

Mortgage or Offset?
Mortgages & Lending

Should I pay off my mortgage or leave it in my offset account?
File Size: 475 KB

Taking control of your finances.
Financial Planning

Where are the first signs of trouble?
File Size: 1 MB

Parents help your kids move out.
Financial Planning

Some ideas and strategies to help your kids take their first steps. AGAIN!
File Size: 502 KB

Maintaining your lifestyle during illness.
Financial Planning

Could you maintain your lifestyle during a major illness? Here are some ideas on what you can do, if you find yourself in this situation.
File Size: 3.8 MB

Using home equity wisely!
Mortgages & Lending

Whether your an investor or home owner, making the most of the equity in your home is an important decision.
File Size: 762 KB

The Biggest Myth
Mortgages & Lending

The biggest mistake we make? Waiting until we pay off our mortgage. That’s 60% of us!
File Size: 481 KB

The Waiting Game
Mortgages & Lending

The waiting game … may end up costing you more.
File Size: 750 KB

Using the Equity
Mortgages & Lending

Using the equity in your home to purchase an investment property.
File Size: 260 KB

The challenges of home ownership.
Financial Planning & Property

What are your initial options for buying your first home.
File Size: 2.1 MB

Who protects whom?
Mortgages & Lending

Taking out a loan of any kind can be an overwhelming and complex process.
So what is the difference between lender’s mortgage insurance and mortgage protection insurance?

File Size: 125 KB

Identity Theft
Financial Planning

Do you know how to protect yourself? Identity Theft is a type of fraud. And it can be devastating – both financially & emotionally.
File Size: 594 KB

Protecting your identity: What everyone needs to know.
Financial Planning

(Australian Government document)
Second Edition formal document from the Australian Government. A must read for all the facts about Protecting your identity.
File Size: 772 KB

Can we manage a mortgage and a baby?
Financial Planning

How a little forward planning now, can make it easier to focus on whats important when a new bundle of joy arrives in our lives.
File Size: 1.6 MB

New car … Investment Property
Mortgages & Lending

Are you driving your investment property? A really cool synopsis on the real costs of that new car, and the comparable costs of that investment property.
File Size: 949 KB

The Good Ol’ Days … really?
Financial Planning

Were they truly THAT good? Do you think we’ve come a long way in the last 50 years?
File Size: 600 KB

Have your tax & spend it too.
Tax & Accounting

How to make investing in property more affordable each week.
File Size: 520 KB

Running a SMSF – Self-Managed Super Fund.
Tax & Accounting

Official documentation from the Australian Government, as guide for SMSF.
File Size: 1.1 MB

Which Home Loan?
Mortgages & Lending

File Size: 830 KB

Home Buying Essentials
Mortgages & Lending

File Size: 865 KB

Property Investment
Mortgages & Lending

File Size: 1 MB