Investment bonds are a powerful tool for individuals looking to grow wealth over the long term while maintaining flexibility in how that wealth is accessed…
Continue reading → Investment Bonds: A Tool for Long-Term Wealth Building
Property is a popular investment asset that contains several significant advantages including income generation, capital growth, resistance to major market downturns and substantial tax deductions.…
Continue reading → The impact of tax deductions on investment property
Recently retired couple, David and Erica, were fit and active, and planning a sea-change when David suffered a stroke, leaving him unable to walk or…
Ever glanced at a list of different managed funds and wondered why some have remarkably low fees compared to others? Chances are, the ones with…
Continue reading → Active or Index Funds: What’s Your Best Bet?
You’ve saved hard to build your retirement nest egg. You should be able to spend the money on a well-earned relaxing lifestyle. But all this…
Financial planning. That’s for people with lots of money to invest, isn’t it? Not necessarily. Sure, investment planning is an important part of financial planning,…
Continue reading → Financial advice is not the same for everyone
When purchasing property for investment, consider the rental market, tenant type, property quality, and location. For long-term growth, choose areas with population growth and consider using a property agent for effective management. Prioritize thorough research and preparation for a successful investment. Contact us for detailed investment property discussions.
BKM Wealth Financial Planner, Grant McWhinney often asks people the question, “What is your biggest asset?”. Most people say it is their home - however your ability to earn an income is more likely to far outweigh any other asset that you may own.
According to Benjamin King Money Wealth financial planner, Grant McWhinney, many people have Total and permanent disability (TPD) alongside their Life cover but the insurance…
If you’re like most people, you probably have some form of life cover already. But how much do you really know about this important type…
