by jenny | Jun 20, 2024 | Andrew Di Carlo, Article, Blog
Managing your financial situation always involves tension between how you live your life now and preparing for your future – whatever that looks like. The worry about not getting the balance right and making unnecessary sacrifices now – or not having enough money for...
by jenny | Jun 7, 2024 | Andrew Di Carlo, Article, Blog
As the financial year draws to a close, it’s the perfect time to review your financial affairs and set the stage for a successful new financial year. By taking care of essential tasks and implementing strategic planning, you can position yourself for a smooth...
by jenny | Apr 24, 2024 | Andrew Di Carlo, Article, Blog
While it seems we all like to think we are clever enough to outwit a scam, Australians collectively lost more than 480 million to scams last year. Every year scammers get more sophisticated in the methods they use to part us with our money – or our valuable personal...
by jenny | Apr 18, 2024 | Andrew Di Carlo, Article, Blog
Financial markets can be like finely tuned racehorses, poised to gallop ahead under ideal conditions but often highly reactive to unexpected events. It’s often said that the markets love certainty. Investors feel more confident when economic conditions are stable and...
by jenny | Mar 10, 2024 | Andrew Di Carlo, Article, Blog
The much-debated tax on superannuation balances over $3 million is inching closer and those who may be affected should ensure they have considered the implications. Although it is not yet law, the Division 296 tax should be taken into account when it comes to...
by jenny | Feb 24, 2024 | Andrew Di Carlo, Article, Blog
During a period where technological developments have picked up speed, one innovation in particular wields a profound, broad-reaching impact on our lives. That innovation is Artificial Intelligence (AI). Developments in computing power, the availability of data, and...
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