5. Investment Planning

Optimising tax deductions

Optimising tax deductions The purpose test – what determines tax deductibility To maximise your mortgage strategy and make the best decisions today...

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Investment meets downsizing

Investment meets downsizing We are in the midst of the Baby Boomer juggernaut transitioning to retirement. With Baby Boomer’s making up a...

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Impact on home purchase

Impact on home purchase Should you purchase an investment property, your borrowing capacity will be reduced. This will initially move you further...

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Timeline

Timeline As part of determining your lifestyle strategy, you need to consider the timeline for your home purchase and whether the home will be your...

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Price range – money goals

Price range – money goals Your price range should be determined by your Money Goals. Your Money Goals are simply the level of ‘surplus monthly...

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The power of leverage

The power of leverage The great benefit of investing in residential property is the ability to use it as leverage to purchase further assets that...

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