Wealth
By Gareth de Maid, Relationship Manager – Financial Strategy Specialist As a second part to our analysis of Labor Party taxation policy, we’ve turned our attention to personal taxation and broader policies outside superannuation. If you haven’t read our last...
If you pay over 4% interest on your home loan, don’t have a Will or don’t know how your super is invested, it’s time for a financial review. An annual review of your financial situation is an important part of...
As at 1 July 2018, legislative changes for those over 65 and selling property have resulted in unique investment and estate planning strategies. Known as the “downsizer benefit”, this new and useful strategy benefits those looking to contribute excess sale...
Financial strategies for a Labor Government By Gareth de Maid, Relationship Manager – Financial Strategy Specialist In light of recent political leadership changes and the subsequent plummet in the polls of the Liberal Party, it’s time to start looking at...
2018 was an eye-opening year for the financial services industry. As a member of the financial services industry, the findings of the Royal Commission were expected. But the level of distrust now surrounding the banks and their related professionals have...
We meet all types of clients. For the clients who are thinking of estate planning we at cashel house provide advisory. But despite their differing backgrounds, line of work or attention to personal finances, one thing remains truly consistent. Before...
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