Estate planning: why it’s important to have a will
What is your ‘estate’? Your ‘estate’ includes everything you own – your ‘earthly possessions’, if you will. It can include for example cash, property, cars,
What is your ‘estate’? Your ‘estate’ includes everything you own – your ‘earthly possessions’, if you will. It can include for example cash, property, cars,
Why the decision to keep deeming rates on hold may be a window for interest rates. In delivering the second reading of the Appropriation Bill
Average household wealth, and what it takes to rank among Australia’s wealthiest 1%. Being a billionaire isn’t what it used to be. Back in 1990,
If you have more than one loan, it may sound like a good idea to roll them into one consolidated loan. Debt consolidation (or refinancing)
Discover why having a core-satellite approach to your portfolio is a powerful investment tool. What is a core-satellite strategy and why is it so powerful?
Key takeaways Insight into the various pros and cons of each of the three main options for your retirement savings – account-based pension, lump sum,
As our family members or friends get older, it’s normal to worry about them and want to help. But it’s not that easy to know
Tax breaks are always good news, but for house hunters they can have an added bonus. Not only do tax cuts mean potential buyers have
Key takeaways How Artificial Intelligence (AI) is currently being used to shape investment decisions, with applications such as sentiment analysis and algorithmic trading. The AI
Teaching kids about money The truth is, adulthood is rife with financial challenges. The more prepared your children are, the better. From budgeting and saving,
The super changes from the start of the 2024-25 financial year. A number of superannuation changes came into effect on 1 July 2024 and are
Rather than worrying about day-to-day price movements, focus here instead. If you checked on the status of your investment portfolio today, don’t worry. You’re definitely
Our Pakenham Location (By Appointment Only)
Level 1, 11 John Street
Pakenham VIC 3810
Our Mitcham Location (By Appointment Only)
First Avenue Wealth
Ground Floor Office 2
630 Mitcham Road
Mitcham Vic 3181
PO Box 521
Officer VIC 3809
Mon - Fri: 9am - 4pm
Sat - Sun: Closed
My Financial Point Pty Ltd ATF My Financial Point Unit Trust, Nathan Harris, is an Authorised Representatives 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.