First or Second Mortgage Funds – Which is Better for My Investment Strategy? Mortgage funds have emerged as a noteworthy investment, offering a way into the real estate market without the direct responsibilities of property ownership. Mortgage fund investment provides a

High-Net-Worth Retirement Strategies and Drawdown Planning For high-net-worth individuals, navigating the retirement landscape involves unique challenges and opportunities. While all retirees aim to protect their capital and enjoy a return on their investments, high-net-worth individuals often aim to manage funds for

What is a Non-Bank Lender, and How Have They Changed the Mortgage Market? The Australian mortgage landscape has experienced significant changes over the years, most notably due to the rise of non-bank mortgage lenders. Operating beyond the traditional banking framework, these

What to Know About Taxes and Investment When it comes to investing, understanding the tax implications of different strategies is crucial for maximising returns and making informed decisions. Capital growth investments and income investments have significant differences when it comes to your

Family Trusts and Your Investment Strategy When it comes to shaping your investment strategy as a high-net-worth individual, exploring various options is essential. One avenue that some investors consider is utilising family trusts as it may offer certain tax benefits when

Savvy high-net-worth investors are always seeking new opportunities to diversify their portfolios with investments that offer regular income, some riskier than others. While high-risk, high-return investments are not for everyone, the potential for lucrative gains can drastically boost cash flow

As a high-net-worth investor, it is crucial to be looking out for new opportunities to boost your portfolio. Income investing offers a significant opportunity for generating passive income through your investments. Passive income investing allows you to generate consistent cash flow,

Risk is an unavoidable part of investing, no matter where you are putting your money. Some investments have greater risk than others, but ultimately, no investment is guaranteed to yield returns. Savvy investors know that balancing investment risk is an

Investing in property can be an excellent addition to any portfolio, but as with all investments, it is essential to evaluate and understand the risks. One of the most important factors when it comes to assessing the risks associated with

Constant change in the economy, including times of uncertainty and downturn, is an unavoidable reality of investing. Clever investors will make sure they are prepared for these inevitable fluctuations, ensuring they have a well-rounded portfolio that can resist major challenges