Mo Money

Analysis paralysis is a very long shortcut to money mediocrity…

But our psychology often works against us. You want to make smart moves with your money. You want to do your due diligence and cover …

Around this time of year I get to chatting with a bunch of people who are all pumped up to make THIS year the year they level up their money game. But not everyone makes it… 

Because it’s not super…

In this episode, I'm going to be talking about how to avoid some of the most common and most painful money mistakes, some of the things to look out for so you know what to avoid. I'll give you some h…

This episode is a recording from a live online event that I did in partnership with General Assembly and Raiz invest on how to get smarter with your tax in 2021. I cover a lot of tax planning, strate…

You may have noticed that I’ve put out a post every day in January, and I wanted to give you some practical guidance on how to translate the ideas from the last 30 posts into RESULTS.

One of my fav…

If you don’t have a clear plan for your money, not only are you shooting from the hip, but you’re probably leaving a heap of money on the table. And the more you earn, the more problematic it becomes…

Buying property off the plan is a strategy that’s made a bunch of people money, and cost a bunch of people just as much. In short, it’s a minefield. It’s something that’s pretty common and promoted h…

There is a heap of money to be made with Self Managed Super Funds or SMSF’s, but sadly most of the time the money is made by the people that are either selling you the SMSF, or the people selling you…

Everyone knows a good joke about accountants, and most people have an accountant that comes to mind when those jokes are told. But, the more money you earn, the more you get smashed with tax and need…

For business owners, the difference between the right and wrong tax structuring and tax strategies is hundreds of thousands of dollars, if not well into the millions. But it’s not easy. The rules are…

Trusts aren’t for everyone. But, in the right situation they can save you mountains of tax dollars. 

But, a common issue I hear from clients is that they’re getting advice to look at a trust from s…

Given there are so many different things to get right when it comes to tax in Australia, it’s no wonder most people don’t get them all right. But some tax mistakes are more painful and costly than ot…

A common area we’re asked about is around the strategies you can use to save tax dollars. And there are a few strategies that can save you a packet, if you know how to use them to your advantage…

I…

How the Australian tax system works with different types of investments is an area I’ve found can cause a heap of confusion. Marginal tax rates, rental income tax, property tax, land tax, franking cr…

In Australia we pay a lot of tax. 

And tax is important, but you don’t want your annual donation to the ATO to be any bigger than it needs to be. But understanding what to do to tackle your tax can…

Over the last couple of days I’ve been posting about how financial advice works. I’ve had a few questions about what comes next, as in how do you actually get started. 

In this post I cover the act…

Any purchase is a value exchange. You need to get more value than you pay for any product or service.

But if you haven’t used an adviser in the past, it’s hard to know where the value will come fro…

With over 22,000 financial advisers in Australia, choosing the perfect one to help you isn’t easy.

There’s licensing, advice areas, service models, charging strategies, aligned, vertically and hori…

Consistently making the right money moves isn’t easy.

And it doesn’t come naturally. 

In fact, our psychology often sets us up for failure when it comes to making our money moves. 

In this post…

While there is no one set of ‘perfect’ money choices that any person can follow to be successful with money, there are some key things that every person needs to get right. 

In this post I cover th…