Financial planners divide debt into two types: deductible debt and non-deductible debt. Deductible debt lets the borrower claim a tax deduction for the interest incurred on the debt. Non-deductible debt does not. Whether interest is deductible or not can have a massive impact on how expensive that debt actually is. When interest is not deductible, … Continue Reading

2017 is drawing to a close and we wish you all the very best good fortune of the season. Thank you for being part of our journey in 2017. May this summertime solstice be a peaceful one for you and your loved ones. During 2017, Australia took the record for the longest period without a … Continue Reading

One of the things we most enjoy is helping people manage wealth across the generations. Most of our clients are working hard to give their kids (or their grandkids) a good start in life. So it makes sense that we teach those kids how to manage their money well. Unfortunately, the school system is not … Continue Reading