Skip to content
Search
  • Home
  • Blog

Category: Financial Planning

link to Tax Implications of Investment Strategies in FY24 for Australian Investors

Tax Implications of Investment Strategies in FY24 for Australian Investors

As we approach financial year 2024 (FY24), Australian investors are faced with new challenges and opportunities in the tax realm. Navigating these complexities is crucial for anyone looking to...

Continue Reading
link to Navigating the New Super Contribution Caps: A Comprehensive Guide

Navigating the New Super Contribution Caps: A Comprehensive Guide

In an exciting turn of events, the government has recently announced a significant update to the Superannuation Contribution Caps, set to take effect from July 1, 2024.

Continue Reading
link to How to protect yourself from financial scams online?

How to protect yourself from financial scams online?

Australians, like people worldwide, need to be vigilant to protect their hard-earned savings from online scammers.

Continue Reading
link to How to Choose a Financial Adviser

How to Choose a Financial Adviser

Choosing the right financial adviser is a critical step in securing your financial future. Whether you're planning for retirement, managing investments, or seeking guidance on financial matters,...

Continue Reading
link to Understanding Rates and Thresholds for Aged Care and Pensions in Australia: A Comprehensive Quick Reference Guide for 2023

Understanding Rates and Thresholds for Aged Care and Pensions in Australia: A Comprehensive Quick Reference Guide for 2023

This article serves as your quick reference guide on rates and thresholds for aged care, pensions, and other financial matters relevant from 20th September 2023 to 31st December 2023.

Continue Reading
link to The Aged Care Financial Crisis: When You’re Too “Rich” but Not Rich Enough for RAD

The Aged Care Financial Crisis: When You’re Too “Rich” but Not Rich Enough for RAD

Let's talk about the elephant in the room: the excruciatingly unfair financial mess that is Australia's aged care system. Alright, I'm just going to say it, and you know it's true: the system is...

Continue Reading
Page 1 Page 2 NEXT »

About Rob Laurie

Hi, I'm Robert Laurie. As a dedicated Financial Adviser and an Authorised Representative of Lifespan Financial Planning Pty Ltd, I also take pride in my role as a financial adviser and director of RJL Financial Pty Ltd, trading as Wealth Factory. I am an Authorised Representative 425270 and the company is a Corporate Authorised Representative 463041 of Lifespan Financial Planning Pty Ltd AFSL 229892.

When clients first come to me, there's a common thread of frustration - they're earning well, yet it feels like their money simply slips through their fingers. They're grappling with tight cash flow, feeling burdened by taxes and debt, and often without a clear roadmap to a fulfilling retirement.

This is where I step in. My role isn't just about numbers and strategies; it's about simplifying the complexities of finance to empower smarter decisions. I'm here to bring clarity and confidence to your financial future, showing you effective ways to minimize taxes, tackle debt, and grow your wealth. Together, we'll craft a plan that not only secures your retirement but defines it on your terms. Let's turn your financial aspirations into reality.

General Advice Warning

The purpose of this website is to provide factual information only. It is not intended to be financial advice however any advice provided is general in nature and does not take into account your objectives, financial situation or needs. You should consider whether the advice is suitable for you and your personal circumstances. Please speak to your Lifespan financial adviser before making any financial decisions. We believe that the information contained on this website is accurate. However, we are not specifically licensed to provide tax or legal advice and any information that may relate to you should be confirmed with your tax or legal adviser.

  • Privacy Policy
  • Sitemap
Copyright Retirement & Money 2024