PARTNERING YOUR WEALTH, WITH YOUR WORLD.

Rachael

Navigating the Waves: Mastering Interest Rate Changes

In the ever-shifting landscape of finances, one factor holds a profound impact – interest rates. These fluctuations can sway your financial journey, but fear not, for understanding and preparation are your compass and map. Step one: Educate yourself. Grasp the relationship between interest rates and your financial instruments – loans, credit cards, investments. When rates …

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[VIDEO BLOG]Let’s talk all things Education Bonds….

Education Bonds are a way to invested into a tax paid investment with some additonal tax concessions that are available for education expenses. Join Kurt Ford and Bond Guru Adam Tyley from Futurity as they debunk some of the myths out there and explain in layman’s terms the benefits of investing in education bonds….

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[VIDEO BLOG] Challenger Life & Improving Financial Security in Retirement!

Have you ever wondered how to achieve financial security in retirement? Annuities can be a complex investment however can achieve fantastic results if used correctly.  Joe Kelly from Challenger Life joins Kurt for a discussion about all things Annuities and fixed interest and how they may be used as part of a financial strategy to …

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[VIDEO BLOG] What is a recession?

This is currently such a hot topic…. when I questioned numerous people on what they understand a recession to be it became obvious that everyone seems to know the word recession but they don’t seem to understand what is a recession and how it affects them… Given the current economic environment i thought it important …

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