Client First Wealth Management

"5 things you need to consider when you’re setting up an estate plan"

5 things you need to consider when you’re setting up an estate plan - Client First Financial Planning We often don’t like to think of our mortality, but it’s a fact of life.…

Do not take life too seriously. You will never get out of it alive.

"Three ways to keep market uncertainty in perspective"

Three ways to keep market uncertainty in perspective - Client First Financial Planning It seems like headlines these days keep announcing markets have hit yet another all-time high.…

Time management is key if you’re a sole trader or small business

"Credit scores and credit reports"

Credit scores and credit reports - Client First Financial Planning Lenders use your credit score (or credit rating) to decide whether to give you credit…

"How to rebalance your investment portfolio"

How to rebalance your investment portfolio - Client First Financial Planning The target mix of your investment portfolio should be built on your goals, time horizon…

A real entrepreneur is someone who has no safety net underneath them.

"Know what concessions you may be eligible for?"

Know what concessions you may be eligible for? - Client First Financial Planning As a small business, you have access to a range of concessions that could help…

Retired and thinking about downsizing, there are a number of factors you should consider

"Account-based pensions"

Account-based pensions - Client First Financial Planning An account-based pension offers regular, flexible and tax-effective income from your superannuation. You can get…