Covering a wide range of topics including budgets, superannuation, investment strategy and more.
Federal Budget 2023-24 Highlights
Last Tuesday, Treasurer Jim Chalmers delivered the 2023/24 Federal Budget. Social, Talkback and Prin
19 May, 2023
What happens to your superannuation when you die?
Consideration of how your superannuation will be distributed after your passing is crucial, as it of
08 February, 2023
Tips on how to manage and save money
The cost of living in Australia continues to rise, making it more difficult for Australians to save
14 December, 2022
How to Pay your Mortgage Off Quicker
A mortgage typically takes a long time to pay off, leaving many Australians burdened with debt that
22 November, 2022
Federal Budget October 2022-23
Tuesday night, the new Treasurer, Dr Jim Chalmers, released the Government’s October 2022-23 Budget
27 October, 2022
Your security is our top priority
With the recent Optus data hack, and last week’s cyber-attack on Medibank, it is all too apparent th
25 October, 2022
First Home Owner Grant (FHOG) Guide
The prospect of purchasing a first home is on the horizon for our next generation. Home loans are ha
14 September, 2022
End of Financial Year Checklist 2022
With the end of financial year (EOFY) near we are pleased to share our EOFY 2022 Checklist. TOP UP S
15 June, 2022
The Budget 2022
In case you missed it, last week, on the 29th of March 2022, the Government handed down its 2022-23
08 April, 2022
Investing During Inflation
There has been a lot of debate about inflation in recent times. Is the inflation we’re seeing transi
11 March, 2022
Insights on the Russian Ukranian Crisis
At Forrest Private Wealth we receive a lot of commentary about current events that are impacting the
28 February, 2022
What is the Value of a Financial Planner?
A recent study by Russell Investments found that you will make an additional 5.2% per annum b
25 January, 2022
Financial Tips for Teenagers
When your teenager gets their first job you want to fill their head with all the knowledge you have
30 November, 2021
Estate Planning
In short, estate planning records what you want done with your assets after your death. An Estate Pl
18 November, 2021
Want Day 1 Returns of Between 6% and 32%? Max Out Your Super Contributions Pre June 30!
Since 1 July 2017, most of us can make voluntary personal contributions and claim a tax deduction up
15 June, 2021
The Budget 2021
Treasurer Josh Frydenberg has released the Government’s second COVID Budget. Where COVID I was all a
13 May, 2021
Helping your Children Step onto the Property Ladder
How can you help your children enter the property market? Low interest rates, high rental occupancy
31 March, 2021
How to Fund your Child’s Education
A common question we get this time of year is “What is the best way to fund for our children’s educa
16 March, 2021
7 Easy Money Saving Tips
We like the concept of investing regularly and having the time in the market to allow your money to
05 January, 2021
Fund in Focus: Stewart Investors
Sustainable, Value Driven Investing Sustainable investing lets you put your values at
14 December, 2020
Why do Many CEOs & High Earners Fail at Accumulating Wealth?
Despite being in the top 1% of income earners, most executives don’t feel like they are building the
17 November, 2020
How Do You Do Pocket Money?
Pocket money is an excellent tool to teach kids about earning, spending and saving. We believ
06 November, 2020
The Budget 2020
The 2020 Budget on Tuesday night delivered another new term to our vernacular – JobMaker – a clear s
09 October, 2020
Passing on Wisdom to Your Children and Grandchildren – Learnings From Warren Buffet
Ahead of the Father’s Day weekend what better time to pass on some sage wisdom from the father of al
03 September, 2020
What’s Your Most Valuable Asset? Hint: It’s Not Your Home!
It’s always interesting to hear the answers people give when asked to name their most valuable asset
03 September, 2020
Binding Nomination
Binding Nomination Your super will grow to become one of your most valuable assets, so it’s importan
17 August, 2020
Fund in Focus: SGH Emerging Companies Fund
Volatility has been the underlying theme in markets of recent times. Within that volatility t
28 July, 2020
Less for Longer: JobSeeker and JobKeeper (v2.0)
On Tuesday, 21 July 2020, the Federal Government released a range of proposals to the JobKeeper and
23 July, 2020
Private Health Insurance
The start of a new financial year is the best time to get private health insurance to maximise the b
14 July, 2020
Salary Sacrifice Your Bonus
If you are tempted to blow your bonus on a holiday or car upgrade, consider this. Salary sacrificing
07 July, 2020
Work From Home Tax Deductions
Our Financial Planners have been inundated with questions relating to work from home tax deductions.
02 July, 2020
Covid Comeback
On the cusp of Phase 2 restrictions being lifted in WA, it is great to see a sense of normality retu
08 June, 2020
Executing a Strategy
The past eight weeks has been a wild ride in investment markets as COVID-19 forces us to navigate un
24 April, 2020
Life Insurance and COVID-19
COVID-19 has been a shocking event in many ways. It’s clearly a highly dangerous virus for those ove
17 April, 2020
Staying Connected
Like any virus, this virus does not discriminate. And we are all in enforced isolation. No social dr
10 April, 2020
Asset Protection
Asset protection If we can take out one thing from what’s currently going on in the world, safety an
09 April, 2020
Market Downturns and Recoveries
The Market (1973-2019) Stock Market Contractions and Expansions The stock market moves in cyc
06 April, 2020
JobKeeper Payment
You may have seen the announcement, read about it or overheard it. Here’s our recap. No clickbait he
03 April, 2020
Working Together
The health and safety of our people, clients and suppliers is of high priority. In line with governm
29 March, 2020
The Government’s Stimulus Package in Response to the Coronavirus
No doubt many of you have seen, heard of, or read about the Government’s stimulus package to help in
25 March, 2020
Coronavirus Update
These are certainly interesting times. And I dare say anxious times. The Coronavirus situation is ev
15 March, 2020
Salary Sacrifice
How Salary Sacrifice Can Help You Save on Tax and Grow Your Wealth One of the best ways to grow your
24 October, 2019
New Year Resolutions From a Financial Planner
New year, new resolutions. It may sound predictable but the new year really is the perfect time to s
16 January, 2019
Christmas Money Saving Tips From Financial Planning Experts
Christmas is usually full of overindulgences and overspending. With Christmas fast approaching we re
14 December, 2018
Crisis or Speed Bump?
For those unable to escape the 24/7 news real, October has delivered yet again for our headline seek
31 October, 2018
Do I Need a Financial Planner?
If you have been asking yourself the question ‘do I need a financial planner’? then read on. A finan
19 September, 2018
Marriage Counselling or Financial Planning?
One of the things couples fight about most is money. Many couples also find discussing money difficu
19 September, 2018
Does My Avo On Toast Habit Really Affect My Financial Planning Strategy?
Brunch with the gang is fun. Budgeting and planning your financial future is, well… not quite as fun
19 September, 2018
Taylor Financial Planning (Taylor Financial Planners Pty Ltd)
Taylor Financial Planning (Taylor Financial Planners Pty Ltd) became Forrest Private Wealth in Janua
31 January, 2017
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