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Free guides, tips and insights to help people secure financial freedom.
Income investing: boost your earnings through investments
Wondering whether to combine finances after saying ‘I do’? Get tips on budgeting, joint accounts, and achieving your financial goals in married life.
What do kids cost? The financial impact of having children
Wondering whether to combine finances after saying ‘I do’? Get tips on budgeting, joint accounts, and achieving your financial goals in married life.
Marriage and money: merging your finances successfully in married life
Wondering whether to combine finances after saying ‘I do’? Get tips on budgeting, joint accounts, and achieving your financial goals in married life.
Important changes to superannuation for the 2024-25 financial year
Understanding your finances doesn’t just improve your financial situation. It can also improve your overall quality of life. Discover why understanding your finances matters and discover the top financial resources in Australia.
How financial advice and education can change your life
Understanding your finances doesn’t just improve your financial situation. It can also improve your overall quality of life. Discover why understanding your finances matters and discover the top financial resources in Australia.
A snapshot of the Australian economy ahead of the 2024-2025 financial year
Is there light at the end of the tunnel for the Australian economy? We take a look at four economic indicators and how they impact financial planning for everyday Aussies.
How To Plan Your Estate And Leave A Legacy To Your Loved Ones
Want to ensure your family is taken care of after you’re gone? Discover how to plan your estate to protect your assets, distribute them efficiently and minimise tax liabilities for your loved ones.
5 wealth protection strategies for high-net-worth Australians
If you have a high net worth, it’s important to protect it. Discover 5 effective strategies you can use to safeguard your wealth from risk and ensure it’s passed on to your family intact.
Demystifying diversification for Southern Highlands investors
A simple guide to help Southern Highlands investors understand diversification and why it’s important – including how to allocate your money to different assets in line with your financial goals.
Tax-Savvy Retirement: How To Maximise Your Nest Egg
Whether you’ve recently retired, or you’re looking ahead to your golden years, we’ve put together some tax-savvy strategies that will help you maximise your nest egg.
Tools, steps, and strategies for managing your business financials
Are you a time-poor business owner who needs a hand getting your financials in order? Focus on these essential elements to plan and prepare your business’s financial future.
Financial resilience and following your financial plan during turbulent times
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: How To Protect Your Assets And Family’s Wealth
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.
5 ways to adjust your finances to combat the high cost of living
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.
How to plan and fund your dream retirement bucket list
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.
Pros, cons and tips for investing in Australian real estate
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.
Financial planning to protect your savings and investments against inflation
As high inflation drains purchasing power and investment returns, use these strategies and inflation hedges to protect and grow your wealth.
Cash flow management and tax-smart strategies for millennials
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.
Financial planning for downsizers: a smooth move to the Southern Highlands
Ready to downsize? Discover all the financial benefits, budgeting tips, and legal considerations you need for a smooth move to the Southern Highlands.
The busy executive’s guide to financial planning for your child’s education
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.
Estate planning: who’s on your professional team?
In the final part of our estate planning series, Poole Advisory’s Anthony Poole & Legacy Wills and Estates’ Anthony Fondacaro explain who does what.
How to navigate your finances after landing your first job
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.
Estate planning: what happens to your superannuation?
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.
Salary sacrificing: what is it and how can it work for you?
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: who are the main players?
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.
Is an SMSF right for you? Tips from a financial planner
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 for everyone
Estate planning: who needs a will? Poole Advisory explains why estate planning is for everyone, with Anthony Fondacaro from Legacy Wills and Estates.
Q: Do you need a financial planner? A: Probably!
Whatever your age or stage in life, the services of a financial planner like Anthony Poole from Poole Advisory can give you financial advice.
A financial advisor can match your values to your portfolio
Poole Advisory can show you how ethical investing can help your portfolio thrive and leave your conscience clear.
Keep an eye on your cash flow with careful financial planning
Good financial advice and strategic cash flow management is the key to surviving – and thriving – in these challenging inflationary times.
Financial planning with investment bonds pays off
Offering long-term tax benefits and a stable source of revenue, investment bonds are also very handy when it comes to planning your estate.
Achieving work/life balance is easy with good financial advice
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!
It’s Budget time – how does it affect your own financial planning?
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.
Good financial planning can help you ride out the inflation roller coaster
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.
Should you go guarantor on a loan?
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.
How to achieve and define SMART financial goals
Learn how wealth and financial advisors from Poole Advisory will help you define, set and achieve SMART financial goals to accelerate your success.
Achieve your retirement planning goals
Dreaming of retirement? Your later years can turn out exactly as you imagined. How? Successful retirees are the results of effective retirement planning!
Are adult children a financial burden? Your questions answered
High living costs are causing young Australians to lean on their parents for financial support as they work towards improving their own financial situation
How to survive a recession: don’t panic
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.
Discretionary trusts: 5 benefits and disadvantages
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.
How to stick to a budget in the new year
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?!
New year’s goals: what does success mean to you?
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.
How to handle financial pressures during the holiday season
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
Would a four-day work week work for you?
To some, it’s the stuff of dreams: a working week that makes every weekend a long weekend…
How will the 2022 Federal Budget affect you? Poole Advisory breaks it down.
If you are interested in how the 2022 Federal Budget will affect you, we have attached some summaries…
Is an investment company better than a trust?
Family trusts or company? There is a lot to consider when deciding which is better to complement your super strategy, protect your assets, and achieve long-term tax benefits. Here we explain the pros and cons.
Are you ready for superannuation changes starting from July 2022?
From July 2022, changes to Australian superannuation legislation will see big wins for many employees, who will benefit from increases in their super payments. Even those on low incomes stand to take advantage of the changes. Here are all the insights on how you can reap the rewards.
What’s Involved in Creating a Financial Plan? Working with Poole Advisory
What’s Involved in Creating a Financial Plan? Working with Poole Advisory As a financial adviser helping clients in Sydney, Bowral and the Southern Highland region,
The Real Value of Financial Advice: How can a Financial Planner Help you?
The Real Value of Financial Advice: How can a Financial Planner Help you? For those planning to seek financial advice now or in the future,
Part 2: Investment Bonds- What are the benefits of investment bonds?
In this article you’ll learn the benefits of investment bonds…
Part 1: Investment Bonds- What is an investment bond and how does it work?
In this article you’ll learn what an investment bond is and how it works..
6 Financial Planning Tips to Prepare You for Married Life
Here are some helpful financial planning tips to help you navigate your finances as newlyweds…
5 Benefits Of Having a Diversified Portfolio For Investing
A diversified portfolio is one method that can help avoid falling into a loss and one that you may want to include in your investment strategy. Read on for more…
6 Common Financial Planning Mistakes To Avoid
If this is something that you want to learn more about, read on for six financial planning mistakes that you should avoid making….
Figuring Out Your Risk Tolerance Level for Investing
This guide can help you determine your risk tolerance level so you can start investing your money comfortably…
Exploring Different Asset Classes And The Level Of Risks They Have
If you’re new to investing, one thing you may be wondering is which asset classes pose more risks than others…
4 Ways You Can Pay Less Tax with Your Retirement Plan
If you can implement strategies that can reduce the amount of tax you pay as part of your…
What Elements Make Up a Successful Retirement Plan?
This article will share four common elements for you to consider when creating a retirement plan…
Why Is It Important to Have an Investment Strategy
This article will share what an investment strategy is, the different types and why it’s important to have a strategy…
4 Mistakes to Avoid When Planning Your Retirement
As life expectancy continues to increase in Australia, it’s important to ensure you save enough in your retirement…