Articles
This advice is general and does not take into account your objectives, financial situation or needs. You should consider whether the advice is suitable for you and your personal circumstances.
We asked women business leaders what Count Her In means to them
It’s International Women’s Day and this year’s theme is Count Her In: Kochies Business Builders asked female founders, women in business and business leaders what the theme means for them. Read below what Patricia said.
Expert: Finance tips for female business leaders in 2024
This article provides key financial strategies for female business leaders in 2024, focusing on investment diversification, staying updated on tax changes, prioritising retirement planning, leveraging digital cashflow tools, and seeking professional advice.
Stage 3 Tax Cut from July 2024
The government has recently made some adjustments to the tax cuts set to kick in from July 1 this year. Here's a simple breakdown of what's changing and how you might take advantage of these changes to boost your savings.
Finance tips for female business leaders in 2024.
While the current financial landscape is rife with challenges, it is also brimming with opportunities for those equipped with the right business acumen and financial foresight. If you’re a female business leader looking to get ahead in 2024, read on for some gleaming insights to steer your professional and personal finances towards success and stability in the coming year.
Empowering Women: Navigating the complex relationship with finances.
In this blog, we explore the multifaceted aspects of women's relationship with finances and celebrate the strides made in achieving financial independence.
Why every woman in their 40’s needs a financial planner.
A successful female in her 40s, just like anyone else, will benefit from the services of a financial planner. As individuals progress in their careers and accumulate wealth, their financial situations often become more complex. A financial planner can help navigate intricate financial landscapes, including multiple income streams, investments, and tax considerations.
A year in review: Assessing your financial habits and crafting a plan for 2024.
As the year draws to a close, it's the perfect time to reflect on our financial habits, taking stock of what worked, what didn't, and how we can craft a strategic plan for the future. This blog explores the importance of self-assessment in personal finance and outlines steps to initiate positive change in the coming year, with a special focus on the invaluable role a financial planner can play in this transformative journey.
Budgeting Tips for Busy Women
In the hustle and bustle of juggling career demands, family responsibilities, and personal pursuits, it's easy for financial priorities to take a back seat. However, effective budgeting is a powerful tool that can empower busy women to achieve financial stability without adding unnecessary stress to their lives. Here are some practical budgeting tips tailored for the modern, multitasking woman.
Navigating the Financial Challenges of Your 40’s: Balancing Goals and Caregiving Responsibilities
Balancing financial goals with caregiving responsibilities for both children and aging parents can be an exceptionally complex challenge for women in their 40’s, and it's an area where a skilled financial planner can make a significant difference.
Why you need legal and financial advice when buying or selling property.
Watch our latest VLOG where Financial Adviser, Patricia Garcia is joined by Principal Director and Solicitor Alex Holland, Kelly Lawyers, Ascot, Qld.
Together they discuss why you need to engage with a solicitor and financial adviser when buying or selling property.
The catalysts that drive pre-retirees to seek financial planning advice
Entering the pre-retirement phase can be both exciting and daunting. It's a time when you start contemplating the financial aspects of your future, and various triggers can ignite the motivation to seek the guidance of a financial planner. In this blog, we'll explore some of these triggers and how they can set you on the path to a more secure and prosperous retirement.
World Financial Planning Day 2023!
Today is World Financial Planning Day, 2023!
Each year, the Financial Advice Association of Australia and it’s members celebrate Financial Planning Week (2-8 October, 2023) to raise awareness about the benefits of financial planning amongst Australian consumers.
Real Estate Tips for Downsizing.
Financial Adviser Patricia Garcia is joined by Licensed Real Estate Agent Henry Wong, RE/MAX Revolution, The Henry Wong Team.
Together they discuss downsizing the family home and how working with professionals well in advance of making this decision provides the best outcomes, along with…
Navigating Retirement: Balancing Preservation and Growth for Your Nest Egg
Retirement is a significant life milestone that brings both excitement and apprehension. In this blog post, we'll explore strategies for protecting and growing your retirement fund, whether you're focused on generational wealth transfer or preserving your existing assets.
Navigating Divorce: Essential first steps with a Solicitor and Financial Planner.
Join Patricia and our guest, Georgina Peereboom in this vlog where they go through some of the essential first steps for those considering or entering a divorce or separation. In what can be quite an emotional and challenging time, it can be useful for some direction from professionals, particularly when it comes to the legalities and financial planning for your future.
Downsizing in your Retirement.
Join Patricia and our guest, Jade Fitzgerald from Ideal Buyers Agency for a vlog where we chat all things Downsizing, Real Estate and how the use of a buyers advocate and financial planner can support you with this milestone.
How a financial planner can support you with Tax Financial Advice.
With 30 June just around the corner, we thought a great time to revisit how a Financial Planner can help with supporting you with Tax Financial Advice in line with your unique circumstances and strategy.
As Patricia advises in this short vlog, we don't act as a tax agent, but we work really closely with you & your accountant to make sure your affairs are as tax effective as possible.
10 reasons you need a financial plan when you turn 50.
Reaching your 50’s is a significant milestone—a time when you reflect on your achievements, cherish life's experiences, and look forward to the next chapter. It's also an opportune moment to assess your financial situation and plan for a secure future. In this blog post, we will explore some common financial planning pain points faced by individuals in their 50’s and offer insights on how to overcome them.
What does retiring comfortably mean to you?
Retiring comfortably means different things to different people. For some, it means having enough money to travel the world, dining out regularly and enjoying all that life has to offer. For others, it may mean having a comfortable home, access to healthcare, and enough money to live without financial worry. Regardless of what it means to you, retiring comfortably requires planning and foresight.
How to chose a financial planner that’s right for you.
Choosing a financial planner is an important decision that can have a significant impact on your financial future. A good financial planner can help you make informed decisions about investing, saving for retirement, managing debt, and more. However, with so many financial planners out there, how do you choose the right one? Here are some key factors to consider when selecting a financial planner: