1001 decisions

1001 decisions

There are 168 hours in a week and 52 weeks per year. That is 8,736 hours. What you do with each hour is a decision. You can use that hour effectively, or you can waste it, believing there is plenty of time to make a better decision

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Is your family and wealth protected?

Is your family and wealth protected?

We all expect to live forever and we are often reluctant to contemplate what may happen after we leave this earth. When this day does eventually come, you unfortunately will not be around to provide your loved ones with emotional or physical support, however if you take

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Recap of budget proposals past

Recap of budget proposals past

The Federal Budget this year was more of a non-event for financial services, despite plenty going on in the industry. However, the 2016 budget included changes to Superannuation which received broad media attention with a few changes now offering opportunities to implement strategies with our clients.

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Not another financial year end health check

Not another financial year end health check

As we near the end of the financial year it is a good opportunity to check in with your financial goals.  Unfortunately, all too often we leave it too late, typically when our tax return is due, but pre 30 June is a good opportunity to ask

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SMSF Franking frenzy – is there anything you can do?

SMSF Franking frenzy – is there anything you can do?

With Labour’s proposed removal of franking credit refunds, is there anything you can do to save your franking credits?

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Selling your house may open up an opportunity to make your retirement a lot better

Selling your house may open up an opportunity to make your retirement a lot better

Over 65? Contribute an additional $600,000 into superannuation upon the sale of your primary residence and benefit from the tax free status of Super.

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Royal commission – a picture paints a thousand words

Royal commission – a picture paints a thousand words

There have been lots of headlines and the mortgage broking industry in particular will (possibly) be the hardest hit.

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Farewell 2018 and welcome (maybe) to 2019

Farewell 2018 and welcome (maybe) to 2019

The global financial crisis is now a distant memory in some minds, with artificial stimulus lifting all “boats” for over ten years, delivering strong returns for investors.  2018 was the year where we started to see volatility creep back into markets.  First we saw the correction in

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Improving your wealth in 2018

With a new year, comes a new opportunity to improve your financial position. Whether it be planning for retirement in the next 1 to 10 years or reducing your debt, now is the right time to sit down with a Financial Planner and devise an appropriate strategy

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What is financial advice

What is financial advice

Financial advice can mean different things to different people. Ultimately, financial advice should improve your current financial position, by putting the appropriate strategies and structures in place to provide protection and to assist in managing your cashflows and asset base. The strategies utilised in the financial advice

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Ocean Advice

Street Address
Marquesas North, First Floor
17/247 David Low Way
Peregian Beach, Qld, 4573

Postal Address
PO Box 114
Coolum Beach QLD 4573

Phone 07 5471 2099

ABN 54 168 712 052

Corporate Authorised Representative No.458027 of Advice IQ Partners Pty Ltd ABN 95 134 016 210

Australian Financial Services License No. 332957

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