Wealth Protection through the Ages
Insurance plays an important role in any wealth creation and management strategy. There is little point in accumulating wealth if you don’t protect it, or yourself, from unforeseen risks that can undermine the best made plans. Just as your wealth creation strategy needs to be reviewed on a regular basis, so too does your wealth […]
Life can Change in an Instant
Paul Taylor was a fit and active 45-year-old who drowned while swimming in surf on a family holiday. Witnessing this tragic event unfold from the beach were Paul’s wife, Sue, their 15-year-old daughter Sophie and 12-year-old son Zac. Relatives and friends were a great support during the following days, but soon after the funeral, and […]
Another Milestone – 5 Years with the FBAA
The FBAA Board of Directors recently congratulated PJ Patterson, CEO and Founder of Intrepid Wealth for reaching another milestone with his 5th year of membership with the Association. Since 1993, the FBAA has been the voice of brokers, working to protect the integrity and ethics of our industry through innovation, education, representation and advocacy. PJ’s […]
5 Steps to a Happy New Financial Year
The new financial year provides an opportunity for a fresh start for your finances. Make this the financial year you get on top of yours… for good! We’ve broken it down into six bite-sized, manageable steps for you to tackle over six months, because real change takes time! The below is a suggested path to […]
A History of Home Loans
Post-pandemic economic shrinkages coupled with the Russian invasion of Ukraine in early 2022 have seen inflation spike to the highest level since the Great Inflation of the 1970s. This surge in inflation has prompted the Reserve Bank of Australia (RBA) to increase cash rates, making it difficult for new homeowners, with the situation looking to […]
4 Fool-Proof Ways to Keep on Top of Your Credit Card
Credit cards certainly make life easier – they are simple to use, accepted almost everywhere, and help you to buy what you want, when you want, particularly online. So much so that living close to the credit limit has become the norm for many people and spending can quickly get out of hand. To make […]
Not Ready to Retire? This Might be Another Option
The word “retirement” conjures up many images. While most baby boomers might be dreaming of more time on the golf course or booking a cruise, you might be thinking about buying a business. Crazy? Maybe not. If you’re close to reaching your preservation age you will soon have access to your superannuation. An increasing number […]
5 Tips to Improve Your Financial Wellbeing
In these ever-changing and uncertain times in society, there has never been a greater emphasis on our health and wellbeing. However, there is a crucial element that is often overlooked – our financial wellbeing. When addressing our overall health, it is essential that we also look at the responsibilities and stressors that come with managing […]
The Effect of Rising Inflation
The word ‘inflation’ doesn’t only dominate business news headlines, but finds its way into general news reports too. So, what is inflation and how does it affect you? In simple terms, inflation signifies a rise in the price of goods and services, meaning you pay for more for every purchase you make. Does the US […]
The Difference Between a Savings Account and a Term Deposit
Depositing cash in a savings account or a term deposit are the most common ways to invest your money. But, how do you know which is right for you? First, let us explain their main differences and impact on your money. What is a savings account? A savings account is adeposit accountheld at a bank […]
