Month: July 2018

St_Regis_Singapore

Aussie Expats Abroad: Still Think you can Refinance and Have the Homeowner CGT Exemption?

With the record-breaking cold days in Sydney I thought it time to explore my global neighbourhood and head to Asia for a week of part-holiday-part-work. That’s one of the marvellous benefits of working for yourself: the ability to explore the world without the shackles and gilt of a corporate machine. I will keep thorough notes …

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Wealth Creation

5 Forces Driving Wealth Creation Amongst Successful Gen X and Gen Y Australians

Notice how the rules of wealth creation have changed? There’s uncertainty both in financial markets and the services advisors offer and, indeed, some clients are questioning whether the wealth management community is acting in their best interests. Transparency, accountability, ethics and trust is a critical driver for clients seeking advice. To better understand these changes, …

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