The sentiment of ‘it’ll never happen to me’ is unfortunately, all too common. And it is especially so amongst a cohort of people (high earning executives, professionals and business owners)…
Staff retention and talent acquisition are key issues facing business leaders. A very low unemployment rate and an unsettled national workforce that, according to recent research, indicates an unusually high…
June 30 is just three short months away, and planning now will allow you the time needed to implement financial strategies that could help you to avoid paying what can…
Craig Barry, Accountant and Business Advisor shares his comments on the 2022-23 Federal Budget. While describing it as ‘a bit dull’, he did manage to identify five gems that he…
If there’s one thing I’ve learned, it’s that I’m not alone when it comes to dealing with what can often feel like substantial business challenges. It has also become clear…
For executives, job promotion brings increased salary and what’s not to love about that? Financial reward for a job well done is certainly good reason to celebrate, but there’s also…
What the world needs now are financially sound individuals. People who are informed about how they may best serve themselves and those around them to create a living legacy that…
In this article, we explore how Dollar Cost Averaging (DCA) can reduce risk caused by share market volatility and aid share value when you sell.
As the CEO of a growing group of companies, my day is busy to say the least, and it would be easy to allow myself to be distracted by what…
For business owners and executives, workforce management is amongst the most pressing of tasks. It’s made all the more difficult by regularly changing employment and industrial relations laws which simply…
Once upon a time, deals were done on the strength of a handshake. These days, however, it’s in everyone’s best interests to ensure any financial transaction is properly documented. In…
Executive Strategies is borne of a deep and personal understanding of the need for executives to perform over extended periods of time in what can be extremely high-pressure environments. I…
A recent Australian study indicates taking an ‘advised’ approach to financial planning, of which super can be a significant part, delivers outcomes that are on average 5.2% better [1].
For older people, separation and divorce is just as devastating as it is for younger people. Often called ‘silver splitters’, older divorcees usually have more complexity than younger couples, and…
In a survey conducted by a leading insurer, 58% of respondents indicated they would be unable to survive financially for more than three months without having to sell assets, if…
When you’re busy in your career, it’s so easy to put personal administrative matters off until another time – attending to your Will and Estate Plan, shouldn’t be one of…
Contrary to what you might think, for many executives their six-figure income is often a cause of cashflow problems rather than a remedy. It often comes down to the age-old…
In these modern times, when technology often replaces traditional methods of record-making, it’s not surprising that video Wills are being considered for those wanting to express their wishes when they…
Executive Share Schemes (ESS) have inherent complexity which is exacerbated when an employee has unvested performance shares and then has their position made redundant or takes a voluntary redundancy.
Managing workplace relations is challenging at the best of times, and now with the added pressure of changeable workplace requirements caused by COVID and made worse by the increased infectious…
No one likes to feel left in the dark when it comes to their financial security. However, the reality for most couples, particularly those in higher income brackets, is that…
In many workplaces, disruption caused by COVID has led to chaos, while others have remained (relatively) calm. Despite the nature of the pandemic, it’s been the quality of communication, policies…
The past 18 months has caused many executives, professionals and business owners to question what really matters. In discussions we’re having with clients, they are reassessing what’s important and raising…
Negotiating and entering into contracts is all part of a day’s work for executives and business owners. Nevertheless, there can be a lot at stake financially and the decisions made…
There’s so much to do when establishing a business, it’s enough to make your head spin. In my experience having established several new ventures over the years, investing in professionals…
It’s common for career executives to arrive at a cross-road in their professional life when their knowledge, experience and expansive network of contacts are such that they consider going into…
Recent headlines have suggested this year’s Federal Budget has something for everyone in it, so what does it have in it for executives?
For high earning executives who are returning from an overseas posting, your treatment of tax including foreign tax obligations is indelibly tethered to your personal prosperity. Understanding how tax is…
If you have surplus cash, you might be wondering what to do with it. Your options might be to contribute to your super fund, pay down your mortgage or maybe…
Wealth creation is a lifelong process that involves leveraging current financial resources with investment strategies that aim to provide returns that can fund current and future needs. But that’s not…
The differences that can save you money & TAX! The lending terms, home loan redraw and offset account, are often misunderstood. Mostly, because both arrangements allow borrowers to make extra payments toward their home…
Testamentary & Super Proceeds Trusts for Professionals & Executives Estate planning is about ensuring (when you’re no longer here) your assets are distributed to those you care about most and…