Wealth Insights
13 Mar 2021 | Debt
Maximising the amount a lender will hand over to you isn’t about trying to take on unmanageable levels of debt. It’s a matter of taking a few simple but smart steps that could mean the difference between toiling in that ‘fixer-upper’ or owning your dream home.
13 Feb 2020 | Borrow Uncategorised
Applying for debt can be a simple process if you're prepared, organised and have realistic expectations.
08 May 2019 | Debt
When it comes to saving on your mortgage, a number of you may be eligible for discounts simple based on your profession. Particularly those professions that lenders see as “low risk”.
13 Mar 2019 | Debt
Regardless of what you read in the newspaper, loan approvals can be secured in a few hours, however you need to have ready access to your documents and be prepared to use online tools.
09 Mar 2019 | Debt
The Royal Commission into Misconduct into the Banking, Superannuation and Financial Services Industry highlighted that in the most part banks are very good at making loan products and charging interest rates and fees,
09 Oct 2018 | Estate Planning Finance Saving Superannuation Wealth Protection
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...
26 Sep 2018 | Finance Strategy Superannuation Wealth Protection
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...
14 Sep 2018 | Finance Strategy Superannuation Wealth Protection
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...
10 Mar 2018 | Estate Planning Wealth Protection
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...
21 Sep 2017 | Finance Saving
Growing up in country Victoria, I believed traditional stockbrokers held the keys to the kingdom of wealth creation. In the pursuit of knowledge, I ended up joining the financial sector...
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