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  • Home
  • Our Philosophy
    • Markets can be unpredictable
    • Building sustainable portfolios
    • Each client is unique
  • Our Services
    • How we can help you
    • Still working hard
    • Approaching Retirement
    • Already Retired
  • Meet Our Team
    • Helen Stevenson
    • Ben Stevenson
    • Brenda Taylor
  • Our Charities
  • Get In Touch
  • Library
  • Important Information
    • FAQ’s
    • Our Licensee
    • Compliance Documents
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Should you use property to fund your retirement?

Posted at 22 Feb 2022 in General Interest by Strategic Retirement Solutions

Should you use property to fund your retirement? Superannuation, shares, property, cash, other investments; a dizzying number of options are available when it comes to living comfortably through retirement. Financial advisers often...

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5 money mistakes to avoid if you’re going guarantor

Posted at 22 Feb 2022 in General Interest by Strategic Retirement Solutions

Nearly 40% of Aussies said it took them between two and five years to save for a deposit on a home, while 25% said it took them between five and...

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Constructing a retirement portfolio in a low return world

Posted at 22 Feb 2022 in General Interest by Strategic Retirement Solutions

Portfolio construction is a much-used term that can be misunderstood. Fundamentally, the term portfolio construction refers to the process of selecting investments to create the optimal balance of risk and...

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What is equity and how can I use it to invest?

Posted at 22 Feb 2022 in General Interest by Strategic Retirement Solutions

Whether you're looking to invest in property, renovate or pay off something big, borrowing against the equity in your home may be helpful, if you’re across the risks. The equity in...

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Do you value your assets more than yourself?

Posted at 22 Feb 2022 in General Interest by Strategic Retirement Solutions

Value is a funny thing. One person’s trash can be another person’s treasure, as the old saying goes. The value we place on something tends to be very individual, and...

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Economic Update

Posted at 22 Feb 2022 in Economic Updates by Strategic Retirement Solutions

Introduction Investors continued to focus on rampant inflation and, in turn, potential changes in monetary policy settings. By the end of January, five interest rate increases in the US had been priced...

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What’s next for the Australian and global economies?

Posted at 10 Dec 2021 in Economic Updates, General Interest by Strategic Retirement Solutions

Key points: 2022 is likely to be the year COVID-19 goes from being an epidemic to endemic. Expect ongoing global economic recovery, albeit with bumps along the way. The spike...

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Market volatility during COVID-19

Posted at 15 Nov 2021 in General Interest by Strategic Retirement Solutions

Market volatility refers to extreme price movements over a given period. These movements may occur in a particular area, such as real estate or shares, and may be upward or...

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An overview of the main residence CGT exemption

Posted at 15 Nov 2021 in General Interest by Strategic Retirement Solutions

Generally, a property, including a taxpayer's main residence, ie their family home, is considered to be a Capital Gains Tax (CGT) asset. When CGT assets are sold, taxpayers may be liable...

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Retirees: How to beat Inflation before it beats you

Posted at 15 Nov 2021 in General Interest by Strategic Retirement Solutions

Investors with long memories – or a good education – will recall the bad old days when inflation was the economic bogeyman. It broke Germany’s Weimar Republic in the 1930s...

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Recent Posts
  • Reserve Bank lifts interest rates by another 0.25pc to 4.35pc
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