Investment Plus Accounting Group
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Why is Strategic Wealth Planning Important?

Why is Strategic Wealth Planning Important?

by Peter Ristevski | Mar 24, 2025 | Financial Planning, Wealth Planning

Financial planning can be particularly complex for high-net-worth individuals or affluent Australians. Structuring wealth involves navigating various challenges, including tax implications, legal considerations, and family dynamics. For this reason, many affluent...
How much money do you need to be in Australia’s wealthiest 1 per cent?

How much money do you need to be in Australia’s wealthiest 1 per cent?

by Peter Ristevski | Mar 19, 2024 | Financial Planning, How To, Property Investment, Wealth Creation

Have you ever wondered about the lifestyle of the affluent? Picture the opulent eight-bedroom estates, sleek Ferraris, designer handbags, and idyllic beachside retreats. Becoming part of Australia’s wealthiest 1% became a tad more attainable last year, as...
How to retire richer

How to retire richer

by Peter Ristevski | Feb 29, 2024 | Financial Planning, How To, Retirement Planning

As you approach the milestone of retirement, the question of financial security becomes increasingly paramount. With careful retirement planning and strategic decision-making, you can position yourself to retire richer and enjoy your golden years. What does it mean to...
Financial Goals you need to aim for in 2024

Financial Goals you need to aim for in 2024

by Peter Ristevski | Jan 22, 2024 | Cashflow, Credit Reports, Financial Planning, How To, Money Saving Tips

As we kick off 2024 and wade through the financial scene, it’s time to set goals for our money resolutions. Personally, I’m all about setting and hitting goals, but let’s be real – not everyone can pull it off without the right setup and support. There’s nothing more...
What is Estate Planning

What is Estate Planning

by Investment Plus Accounting Group | Feb 26, 2023 | Depreciation, Financial Planning, Money Saving Tips, Retirement Planning

Estate planning is an important aspect of managing your affairs when you die or become incapacitated. The subject matter is often difficult to discuss or raise with family members, but it is something all of us to consider, especially if you have a property portfolio,...

Do you need a financial adviser?

by Investment Plus Accounting Group | Feb 22, 2022 | Financial Planning, Retirement Planning, Tax & Accounting

Are financial advisers’ worth it? Deciding whether to get a financial adviser or manage your own investments is a big decision. Not everyone needs an ongoing relationship with a financial planner or adviser. Financial advisers are professionals who can help you plan...

Recent Posts

  • Important Warning to Tradies, Contractors and Builders from the ATO
  • Small Business Planning for End of 2025 – Xmas Guide
  • Changes to Deeming Rates: How Will This Affect Your Pension?
  • Understanding Offset Accounts and Redraw Facilities for Investment Loans
  • What is the Australian Government 5% Deposit Scheme?

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