As the festive season approaches, we wanted to take a moment to extend our warmest wishes to you, your families and friends. We hope you’re spending time with loved ones and if you’re getting away over the holidays, safe travels. We also wanted to let you know that our office will be closed from Friday […]
READ MOREUnderstanding Private Ancillary Funds (PAFs): A Charitable Giving Solution for Families
For families with significant wealth who want to create a lasting impact and legacy through structured charitable giving, Private Ancillary Funds (PAFs) can be an attractive solution. A PAF is a private charitable entity that allow families to manage their donations thoughtfully and strategically. While there is no minimum initial setup, generally speaking, most are […]
READ MOREI’m a successful professional; why should I seek financial advice?
The short answer is that it’s for the same reasons people should seek your expertise. It’ll put you in a better position, give you precious time back and provide comfort that you’re making the best decisions to lead the life you want. Tell me more… Success in your professional career often brings enjoyment, recognition, and […]
READ MOREFederal Budget May 2024 Snapshot
Summary For the second year in a row, the government expects to deliver a budget surplus. This wasn’t a big surprise as for many years, politicians tend to leak the headline news. While this is great news, a combination of tax cuts from 1 July 2024, energy rebates and tax credits for energy and critical […]
READ MOREHappy holidays
As the festive season is upon us, we at Keep Wealth want to express our sincere gratitude for your continued trust and partnership throughout the year. As we wind down for the holidays, we wish you and your loved ones a Merry Christmas filled with joy, laughter, and precious moments together. And if you’re getting […]
READ MOREWelcoming Caroline
We’re delighted to announce that Caroline Turner has joined the Keep Wealth family. Caroline brings considerable experience from within (and outside) the financial services industry and is keen to support us in providing the highest levels of service to our clients. We’re a small team and it was important to get the right person – […]
READ MORERisks for the bank of mum and dad
Does the bank of mum and dad fully understand the risks of providing financial assistance to their children? Bendigo Bank run a tv ad about them being the better big bank snapping at the heels of the four majors. It makes you wonder how big the bank of mum and dad has become as the […]
READ MOREValues matter
How often do you stop to think about what’s really important to you in life? Values are the beliefs and principles that you believe are important in the way that you live and work. They give meaning to the things we do. They are individual to us, guide our behavior and allow us to […]
READ MOREHas inflation peaked?
As you might have seen, inflation looks to have turned the corner, even though the jobs market remains as strong as any period in history. In fact, inflation seems to be moderating globally, albeit at different speeds in different regions. They say markets often climb a wall of worry and that has certainly been the […]
READ MOREFederal Budget May 2023 Snapshot
Summary The May 2023 budget yet again, proves that Australia is the ‘Lucky’ country. Thanks to a huge revenue windfall due to record low unemployment rates and a spike in commodity prices, the Treasury Department are forecasting a $4 billion budget surplus this year, the first in 15 years. This is a massive turn […]
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