News — Aegis Financial Planning

The First Home Super Saver Scheme: Is it worth it?

The First Home Super Saver Scheme (FHSSS) was introduced in 2017 to help Australians save more effectively for their first home.

Luke KiddJanuary 25, 2023Aegis Financial Planning

Understanding bonds and why they have fallen

One of the most surprising developments this year has been the significant sell-off in the fixed income markets.

Luke KiddNovember 23, 2022Aegis Financial Planning

Things to keep in mind before downsizing your home

In our experience working with retirees, we often see clients considering whether they should sell their home and move somewhere more suitable for their needs.

Luke KiddNovember 16, 2022Aegis Financial Planning

September 2022 Quarterly Market Update

Our partners at Centrepoint Alliance have released their quarterly Market and Economic Update.

Luke KiddOctober 31, 2022

October 2022 Federal Budget Summary

On the evening of Tuesday, 25th October 2022, the newly elected Labour government delivered its first federal budget.

Luke KiddOctober 26, 2022

A good plan starts with a good budget

When producing a financial plan, we rely on the information provided by our clients to provide good quality advice and to make long-term projections of their financial future.

Luke KiddOctober 13, 2022Aegis Financial Planning

Prepare for Life | Spring 2022

Our partners at Centrepoint Alliance have published their latest Spring 2022 “Prepare for life” newsletter.

Luke KiddSeptember 26, 2022Aegis Financial Planning

Prepare for Life | Summer 2021/22

Our partners at Centrepoint Alliance have published their latest Summer 2021/22 “Prepare for life” newsletter.

Luke KiddJanuary 19, 2022Aegis Financial Planning

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This information has been provided as general advice. We have not considered your financial circumstances, needs or objectives. You should consider the appropriateness of the advice. You should obtain and consider the relevant Product Disclosure Statement (PDS) and seek the assistance of an authorised financial adviser before making any decision regarding any products or strategies mentioned in this communication.

Whilst all care has been taken in the preparation of this material, it is based on our understanding of current regulatory requirements and laws at the publication date. As these laws are subject to change you should talk to an authorised adviser for the most up-to-date information. No warranty is given in respect of the information provided and accordingly neither Alliance Wealth nor its related entities, employees or representatives accepts responsibility for any loss suffered by any person arising from reliance on this information.