On Tuesday 2nd April 2019, the Government handed down the 2019-2020 Federal Budget. The focus of this budget is a plan for a stronger economy and securing a better future. From a financial planning and wealth perspective this is positive news and the changes are minimal compared to prior years, […]
Bryan Ashenden from BT Financial looks at the implications of the 2019 Australian Federal Budget from a financial planning perspective. If you have questions or concerns regarding your personal circumstances please do not hesitate to contact us at TNR Wealth on 02 6621 8544.
With more and more people realising the importance of caring for the planet on which we live, it’s not surprising that many are looking for investments that make a positive impact on our environment, our communities, and our children’s future as a whole. Investor concerns now range from the environmental […]
Forget about location, location, location being the key to a good investment outcome. For now, let’s think of the most important ingredient as being regular, regular, regular! A regular savings plan can turn small amounts of money into a sum that can take you closer to your dreams much faster. […]
The name John Biggins may not sound familiar, but the banking industry has much to thank him for. Mr Biggins, a Brooklyn banker, was the brains behind the very first credit card in 1946. Known as the Charg-It card, it led to Diners Club membership cards and store cards, revolutionising […]
They have been around for decades but interest-free deals can still be confusing and costly when not managed correctly. Excitable advertising can make these offers almost too good to refuse, particularly with longer terms applying to higher levels of finance. For example, to get five years’ interest-free on purchases from […]
The 40s are, for many people, a critical decade for building wealth. Income is usually on the rise, but so are expenses such as mortgages and school fees. Juggling priorities can be a real challenge, and mistakes made in this stage of life can have a large bearing on the […]
Yes, that sounds incredible but the Australian Tax Office announced in November 2008 that there is an unclaimed (lost) superannuation account holding $220,000! That’s enough to make you find out if it could be yours – or a family member’s? Anyone who has changed their name, address or job (that […]
Most victims of scams can never recover their lost money, but by taking immediate action it’s possible to reduce the damage and avoid yet another danger – the follow-up scam. Despite public awareness of scams, the perpetrators’ methods are becoming increasingly sophisticated and otherwise savvy people are falling victim. It’s […]