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Information & Tips On Managing Your Finances

Get informed about financial management and stay updated on the latest insights and news to ensure proper management of your finances.

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Bull vs Bear Markets - Australian ASX - Point B Planning
Superannuation

Bull vs Bear Markets

Bull vs Bear Markets – Looking back 42 years 2 min read Key takeaways What is a bull market What is a bear market Performance

Why Hire a Financial Advisor - Victoria - Point B Planning
Financial Planning

Why Hire a Financial Advisor

Is it worth paying for a financial advisor in Australia? What differs from advisers around the globe? In the US, financial planners are similar to

Superannuation Taxation - Australia - Point B Planning
Superannuation

Superannuation Taxation

Superannuation taxation – how is super taxed Key takeaways:  What is the taxation treatment within the superannuation funds? Before we discuss taxation of superfunds, we need

Home Equity for Retirement - Point B Planning
Retirement

Home Equity for Retirement

Home equity – uncommon ways to fund your retirement Key takeaways: What is a reverse mortgage What is the Pension Loan Scheme (PLS) 3-minute read

How to Increase your Super and Save Tax - Point B Planning
Superannuation

How to Increase your Super and Save Tax

How to increase your super and save tax Increasing super whilst saving tax 2 min read From the 2017-2018 financial year and onwards, the government has

Recent Changes to Superannuation - Point B Planning
Superannuation

Recent Changes to Superannuation

Recent changes to superannuation Key takeaways: Increased contribution limits from $25,000 per year to $27,500 per a year Market exposure and volatility Saving for a

Work life balance - Post COVID - Point B Planning
Financial Planning

Work Life Balance – Post COVID

Reimagining work-life balance post COVID Key Takeaways (2-minute read) Planning ahead Short Breaks Switch Off Working from home during COVID-19 has been amazing. Waking up

Top 3 Reasons to Get Financial Advice - Point B Planning
Financial Planning

Top 3 Reasons to Get Financial Advice

Top 3 reasons to get ongoing financial advice Point B Planning – Top 3 Reasons to Get Ongoing Financial Advice In an increasingly unpredictable economic

3 Ways to Boost your Super - Retirement - Point B Planning
Superannuation

3 Ways to Boost your Super

3 ways to boost your super and before retirement 3 effective ways to boost your super and prepare for retirement (2 min read) Key takeaways:

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