News & Updates

If you’re currently struggling through a difficult financial period, you’re not alone. One in three Australians believe they are worse off financially than they were a year ago, as interest rates and the cost of living bite hard.

Family trusts can be an effective way to protect your assets and pass your wealth on to future generations. We take an in-depth look at how family trusts work and whether or not they’re right for you.

With interest rates and the cost of living rising, it’s crucial to review your personal finances. We reveal five adjustments you can make to protect yourself against the current economic challenges.

Talked about a retirement bucket list, but never sat down and made one? Use this simple guide to create your dream retirement bucket list, as well as a smart financial plan to ensure it comes true.

Real estate investment is a powerful wealth creation strategy, but it doesn’t come without risks. We break down the pros and cons of real estate and provide tips to increase your chance of success.

As high inflation drains purchasing power and investment returns, use these strategies and inflation hedges to protect and grow your wealth.

Not sure how to manage your cash flow? Want to save more money come tax time? Poole Advisory outlines some simple but powerful strategies to gain control over your finances.

Ready to downsize? Discover all the financial benefits, budgeting tips, and legal considerations you need for a smooth move to the Southern Highlands.

Are you a busy executive struggling to plan financially for your child’s education? We reveal three powerful investment options and a simple four-step process to make securing your child’s future easy.

In the final part of our estate planning series, Poole Advisory’s Anthony Poole & Legacy Wills and Estates’ Anthony Fondacaro explain who does what.

Getting your first job is an exciting time, but it’s also a crucial one – especially when it comes to organising your finances. We outline some simple yet powerful tips to set yourself up for financial success.

Everyone needs a will, at any age. Poole Advisory’s Anthony Poole & Legacy Wills and Estates’ Anthony Fondacaro explain why in our estate planning series.

What is salary sacrificing? How does it work? Poole Advisory can help you understand salary sacrifice and how to incorporate it into your overall financial plan.

Planning your will isn’t an easy task. However, help is at hand! It’s important to know who’s who – there are key roles you’ll need to appoint in both your will and your estate plans.

More Australians are taking control of their retirement savings with self-managed super funds (SMSFs). Poole Advisory can help you set up and maintain your SMSF to align with your overall financial plan.

Estate planning: who needs a will? Poole Advisory explains why estate planning is for everyone, with Anthony Fondacaro from Legacy Wills and Estates.

Whatever your age or stage in life, the services of a financial planner like Anthony Poole from Poole Advisory can give you financial advice.

Poole Advisory can show you how ethical investing can help your portfolio thrive and leave your conscience clear.

Good financial advice and strategic cash flow management is the key to surviving – and thriving – in these challenging inflationary times.

Offering long-term tax benefits and a stable source of revenue, investment bonds are also very handy when it comes to planning your estate.

It’s almost tax time again… time to get the finances sorted! But what about your work/life balance? Need some help with that, too? A financial planner can help you to work smarter, not harder!

This year’s Federal Budget focuses on cost-of-living relief; cheaper health and child care; tax breaks for investments in renewables; extensions to instant asset write-offs; and more affordable housing. What are the likely impacts for Poole Advisory clients? Read on for Anthony Poole’s wrap-up.

As inflation bites the Australian economy – to the tune of 7.4% in January – taking action to reverse the drain on your investments with the guidance of a trusted financial planner like Poole Advisory is a prudent move.

Going guarantor on a loan is a big responsibility. Our No. 1 tip: speak to your financial advisor before you say yes to a loan guarantor agreement.

Learn how wealth and financial advisors from Poole Advisory will help you define, set and achieve SMART financial goals to accelerate your success.

Dreaming of retirement? Your later years can turn out exactly as you imagined. How? Successful retirees are the results of effective retirement planning!

High living costs are causing young Australians to lean on their parents for financial support as they work towards improving their own financial situation

While we can’t control a recession, we can be prepared. Top tips from Poole Advisory’s financial planners to help protect your finances in tough economic times.

In Australia, the terms ‘discretionary trust’ and ‘family trust’ are pretty much interchangeable, with the extra proviso that a family trust can distribute only to family members.

It’s the beginning of a new year, and you know what that means. A fresh start and time to get your finances in order. Is this the year you make a budget – and actually stick to it?!

A financial adviser is key to achieving success – whatever that means to you. Contact Poole Advisory for a custom financial plan for your definition of success.

Expert tips and tricks from Poole Advisory to help put an end to financial pressures this holiday season. Watch for risks and learn to budget

To some, it’s the stuff of dreams: a working week that makes every weekend a long weekend…

If you are interested in how the 2022 Federal Budget will affect you, we have attached some summaries…