This detailed article includes a case study to show the financial differences between having private health insurance cover or not. It provides calculations to show what could be saved if someone decided not to pay for health insurance and explains the surcharge and loading applicable. – Health insurance 101.
This article focusses on the discussion as to whether you should pay down a home loan or invest your funds. – Should I pay down my mortgage or invest?
This article explains the different asset classes. It covers cash, fixed interest, shares, property, and alternative assets. It is a good general education article to help your clients understand asset allocation in their investment portfolio. – All assets are not the same
This article explains a popular way to invest in residential property – rentvesting. It explains how it works and some of the associated issues to be aware of. – Renvesting: the not-so-new phenomenon.
This article provides an introduction to the FIRE movement, including three practical tips that can be used to create healthy financial habits. – Is the Fire Movement for you?