Strategy Library
Strategy Library is a comprehensive collection of wealth creation strategies for Australians. This knowledge will help you on your journey to financial independence.
Education Bonds explained
September 14, 2024
An education bond is similar to an investment bond but tailored towards education expenses for extra tax benefits.
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First Home Super Saver Scheme Explained
September 13, 2024
The FHSS scheme takes advantage of the tax benefits of superannuation to help you save a deposit more effectively.
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Guarantor explained
September 13, 2024
A guarantor is someone who offers assets as security for your loan, typically a family member (often parents).
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Should You Consider an SMSF?
August 23, 2024
If you want maximum control and flexibility over managing your superannuation, you should consider an SMSF.
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Trauma Insurance Explained
August 21, 2024
Trauma insurance pays a lump sum if you're diagnosed with a specified serious illness or injury, such as cancer, heart attack or stroke.
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Total and Permanent Disability (TPD) Insurance Explained
August 13, 2024
TPD Insurance provides a lump sum payment if you become totally and permanently disabled and are unable to work again.
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Life Insurance Explained
August 12, 2024
Life Insurance is there to protect your family's financial security in the event you were to pass away or become terminally ill.
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Downsizer contribution explained
July 24, 2024
The downsizer contribution allows eligible people to contribute up to $300,000 from the sale of their home into superannuation.
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Carry-Forward Concessional Contributions Explained
July 18, 2024
Carry-forward concessional contributions utilise unused cap limits from previous financial years, subject to eligibility criteria.
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Purchasing a principal residence
July 14, 2024
Purchasing a principal residence can be a great wealth creation strategy, offering characteristics unique from other assets.
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Brad Buters
Managing Director | Financial Adviser
Helping Australians achieve financial independence.
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