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Creating the plan is all well and good but without any action being taken, the plan doesn't mean too much. We are lucky enough to have Kylie, our Director of Financial Doing, and she is the one who gets things done.

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At Lighthouse Financial Advisers Townsville we pride ourselves in being retirement specialists, focusing on people over 50. This episode dives into our reasoning as to why we decided to focus our time on these people.

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This episode discusses the importance of utilising the concessional contributions cap each year, and the new carry forward rule which allows you to make use of missed concessional contributions from previous years.

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It has been 3 weeks since our final Covid-19 update, but after seeing such positive movements in the financial market recently, we thought it would be good to discuss how the world has finally got some wind back in its sails.

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Another real-life case study on a client couple of ours who achieved their retirement goals even with job changes happening late in their working life.

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This case study focuses on the retirement plans and outcome of a single woman who wanted to be able to retire early and still have the ability to travel each year up until retirement, retaining a good balance of life. 

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This episode discusses why investing in growth assets is not a perfect form of retirement planning, but compared to the other forms it is the best way.

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Dallas and Michael discuss two different methods of maximising your concessional contributions in order to increase your tax savings, explaining why they prefer claiming a deduction on after-tax personal contributions to salary sacrificing.

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Providing hand outs to your adult children is not necessarily in the best financial interest of either parties. But there are ways to 'hand up' this money to benefit the receiving party and not cement bad financial habits.

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In this episode we discuss different examples of when it is/isn't suitable to leave your current financial adviser.