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How to optimise your retirement savings and retire richer.

Preparation can go a long way in ensuring you’re emotionally and financially ready for the road ahead.

Quarterly economic update April – June 2021

With unemployment rates decreasing, housing prices rising and the share market performing strongly, the last quarter has been very positive for the economy and investors alike. In this article, we summarise the key standouts from the April to June 2021 quarter.

EOFY is coming — Have you thought about …

The end of another financial year is looming, and with that may come thoughts about your tax return and how your wealth has tracked throughout the year. Whether you’re nearing retirement, a high-income earner looking to reduce your taxable income,… Read more »

2021 Federal Budget Highlights

Greater flexibility for older Australians to boost superannuation, continued support for small business, and extra help for struggling homebuyers are key drivers in the Federal Government’s 2021 Budget, designed to steer Australia away from a pandemic recession.

Separation Planning: An adviser’s perspective.

Few client meetings have been as challenging. After years of being happily married, Sarah and her husband decided to separate, and the story of her acrimonious divorce was certainly distressing. It started with a chance meeting, where in passing, Sarah… Read more »

Super Success for Women

Penny Farrell

There are some simple steps women can take to boost their retirement savings and offset spending less time in the workforce and earning less than men.

Why You Need a COVID-19 Financial Plan

“A good plan or strategy makes a huge difference as to how you’ll be able to adapt during tough times,” says Jim Farrell, Senior Financial Adviser at Soundbridge. “Aside from putting you in the best position for financial success in the post-pandemic world, it also ensures that you’re prepared for the next crisis or economic downturn, whenever that may be.”

10 tips to prepare for retirement

Jim-Farrell

Looking forward to an enjoyable retirement? Check out our top 10 tips to make sure you’re on track.

Advisers’ benefit goes beyond financial returns

advice-is-beyond-value

Is financial advice worth the cost? The answer is a resounding “yes” as research shows that the value of Advisers’ benefits goes beyond financial returns.

Estate Planning Essentials: Who Needs a Will?

Andrew Morris

“I can’t stress enough the importance of preparing a well-constructed Estate Plan” – wise words from Andrew Morris, Business Advice Manager at Soundbridge. Read on to find out why your Estate Plan is so important.

Spotting signs of trouble in a retirement portfolio

“Retirement planning can be complex, and sometimes even the most obvious risks to a portfolio are more common than you may think,” says Barry Lucas, Financial Adviser at Soundbridge’s Mackay branch. “In these challenging financial times, it’s worth taking a closer look at your portfolio to make sure everything is on track.”

Meet the Team: Richard Newton

Richard Newton

Meet our Financial Adviser and Aged Care Specialist, Richard Newton, who works out of our Rockhampton Office. Listen to Richard’s insights into financial planning in an interview with Penny Farrell, General Manager of Soundbridge. Richard is an Electrician by trade,… Read more »