How to start a conversation about money
Why it’s so important to talk about your finances According to this research1, one in two Australians don’t sit down regularly to look at their
Why it’s so important to talk about your finances According to this research1, one in two Australians don’t sit down regularly to look at their
Check the income to declare, when to report a loss, and deductions you can claim for managed investment trusts. Types of managed investment trusts Managed
Key takeaways People who are good with money are aware of their finances. They create budgets so they can be on top of their income
About downsizer contributions If you are 55 or older, you may be able to contribute up to $300,000 from the proceeds of the sale (or
Key takeaways If you’re an Australian resident and able to access the full Age Pension, you can receive up to $1,096.70 per fortnight for singles
Your superannuation investment grows through: your employer’s compulsory super guarantee contributions (concessional contributions) any voluntary contributions out of your pre-tax income, such as salary sacrifice and personal contributions you’re allowed as
Iron ore has been the backbone of the Australian economy and many investment portfolios for much of the 21st century. Export of the commodity saw
It has been a wild ride for the Australian dollar since the Covid-19 pandemic struck and that could mean good news or bad news for
Key takeaways The power of compound returns cannot be overstated, and the longer your funds have to grow, the better Spreading your investments across different
If you find a transaction in your account that you don’t recognise, it could be unauthorised or mistaken. If you think something is wrong, contact
3d/4 Belgrave St
Kogarah NSW 2217
PO Box 15 Kogarah
NSW 1485
Mon - Fri: 8.30 am - 5.30 pm
Sat - Sun: Closed
Quest Financial Planning ACN 147656022, ATF Quest Financial Planning Trust ABN 21 657 435 200 Authorised Representative No. 405463 is an Authorised Representative(s) of Godfrey Pembroke Group Pty Ltd ABN 38078629973. AFSL 245451, with offices at Level 2, 26 Brisbane Avenue, Barton ACT 2600.
This website is intended to provide general information only and has been prepared by Godfrey Pembroke Group Pty Ltd (ABN 38 078 629 973 AFSL 245451) “GPG” of Level 2, 26 Brisbane Avenue, Barton ACT 2600, without taking into account any particular person’s objectives, financial situation or needs. Investors should, before acting on this information, consider the appropriateness of this information having regard to their personal objectives, financial situation or needs. We recommend investors obtain financial advice specific to their situation before making any financial investment or insurance decision.