Family Office: What Does This Mean?
When wealth accumulates in a family and is passed on through one generation to another, the complexity of wealth management and preservation increases. Legal, tax and financial aspects are all the considerations you need for managing, growing and protecting assets.…
Rejected Mortgage Application Rectified!
Your complex business structure sometimes might proof to be a hindrance in terms of home loan applications. This happened to one of my business owner clients who was already a sophisticated property investor when seeking to expand his investment portfolio.…
Foreigners Buying Australian Properties Have Come to The End?
“I’m so stressed. I have 9 properties settling in the next few weeks and none of the banks want to lend to foreigners, I don’t know what to do …” This message was from a friend of mine who’s also a…
5 Things You Need To Consider When Choosing A Mortgage Advisor & Product
Choosing a mortgage product may seem pretty straight forward these days as there are over 100 products available from various financial websites for comparison purposes. Clients usually think of the interest rate as being the main consideration when choosing the…
Financial advice: What’s deductible, what’s not
The cherry on top of your sensible decision to obtain quality tax planning or investment advice is to find that some of the costs involved are tax deductible. But while the tax law allows specific deductions for certain expenditures regarding…