Precept Financial Services News

A mortgage broker acts as a matchmaker between lenders and property buyers. A mortgage broker helps lenders get customers and help borrowers get home loans. Therefore, a mortgage broker must ...

Once you land your dream FIFO gig, you then need to create a financial plan for your FIFO money. A financial plan provides clarity and reduces uncertainty around your finances. ...

The latest edition of our quarterly newsletter, Your Money Your Future, is now available. Read it here In this edition we discuss: the superannuation guarantee (SG), types of retirement pensions ...

If you want to boost your retirement savings, you may be eligible to make a carry-forward super contribution. However, many people overlook this opportunity since they do not know about ...

Ageing brings several financial challenges, especially amid a pandemic. Whether you have been saving up for your retirement or already living your golden years, you need to get your finances ...

Life can be unpredictable. That is why every person, especially the elderly, needs financial advisers to ensure they're ready for whatever lies ahead. Dealing with complex financial issues for the ...

The latest edition of our quarterly newsletter is out now. This edition talks about: how insurance can help protect your loved ones, what capital gains tax is and the increased ...

The downsizer superannuation contribution allows qualified older Australians to sell their property and use the proceeds to make a superannuation contribution. This way, they have more money as savings when ...

The latest edition of our quarterly newsletter is now out. Read it here.In this edition we discuss: planning for retirement, the transfer balance cap and reviewing your personal insurance. Our ...

The latest edition of our newsletter is out now: YMYF Newsletter. Our articles cover a range of topics which we hope you will find interesting. We aim to keep you ...

The Australian Pension system has been set up in such a way that the more you earn, the less pension you qualify for. The same applies to assets whereby people ...

Introduction You spend much of your life working to make a living and to prepare for a retirement that enables you to enjoy the best things in life. However, reality ...

Can you imagine a life with no outrageous credit card debt and a growing nest egg? Oh, and of course, having enough savings to splurge on a nice vacation or ...

Why invest? Investing your money is a nifty way to earn some extra passive income. It is called 'passive' because you can bring in cash though you aren't working. In ...

You probably have a wide range of long- and short-term financial goals, from building an education fund to planning for retirement. This is where a financial plan can help. We ...

Financial Planning for Property Investment Property investment is vital to a wealth-building plan. Property is a common piece of investment advice. Aside from providing rental income, property offers a reasonable ...

Financial Planning for Retirement Enjoy your retirement to its fullest by being financially prepared for it. Is your nest egg enough to fund your lifestyle for the next thirty or ...

A Self-Managed Super Fund (SMSF) is a superannuation fund that is structured to provide benefits to the members upon retirement. This private fund is regulated by the Australian Taxation Office. ...

Life is unpredictable, and one cannot predict when any loved one will depart, leaving behind friends and families. We bid farewell to those we love and care for at their ...

Forming and implementing investment and wealth creation strategies is all about the future. Planning what financial steps you can take today to help create a better tomorrow is a forward-thinking ...

Wealth may not be everything but it can provide a certain sense of security. In a world where the future is uncertain, people cannot afford to be careless about their ...

Our future begins today. The decisions we make in our younger years will dictate just how well we will be living during our retirement. Make sure that you do the ...

Top Ten Tax Minimisation Strategies There are top 10 tax minimisation strategies that you should not ignore in order to pay the least tax to your government. Let us go ...

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Basic Understanding of Residential Aged Care Fees Residential Aged Care refers to the facilities where older Australians can live in the later stages of life where they are often unable ...

Life Insurance To Cover Funeral Expenses Check out your life policy to see if the funeral expenses are covered and if it is the best plan for you. In Australia, ...

Tips For Property Investors Property investment is a popular type of investment strategy for people in Perth who are looking to create a more secure financial future. Particularly in the ...

Tips For Living Within Your Means It's easier said than done to live within your means; in other words, only spend as much as you have coming in each month. ...

What is Trauma Insurance? Trauma Insurance provides a lump sum payment to help you financially while you are recovering if you are diagnosed with a specific injury or illness. What ...

We are pleased to announce that Precept Financial Services has been awarded the Charter Financial Planning WA Practice of the Year. We see this as great recognition for our team ...

Rental investment has long been one of the favorite investments for many people. In spite of complex regulation (framing of rents, increase of the taxes), still so many people turn ...

To be comfortable with managing a budget, the first step is to learn to live within your means. By doing so, you put the odds in your favour from the ...

It is not easy to learn how to manage your finances, especially since the topic is not often taught at school. You learn the basics of financial management on the ...