Alex Bernshteyn

What to Do with an Inherited Gift

Alex Bernshteyn July 25, 2024 No Comments

When you receive money or a gift from a family member’s or friend’s estate, the last thing you probably think about is tax and insurance. However, you can circumvent future…

If I Was 25 Again I Would…

Alex Bernshteyn July 25, 2024 No Comments

…buy a pre-loved car. As soon as you drive that shiny new car out of the showroom its value drops by thousands of dollars. You don’t notice it, but that’s…

Spending Less Than You Earn – Budgeting in a Proactive Manner

Alex Bernshteyn July 25, 2024 No Comments

Spending less than you earn is considered the most important financial planning principle, however you would be amazed at how many struggle to run a budget with positive cash flow.…

Private Health & Personal Insurance Cover

Alex Bernshteyn July 25, 2024 No Comments

Private health cover is an expense that almost 60% of Australians pay each year. Although there are a number of costs that this type of insurance will cover, it is…

‘Off-The-Plan’ Purchases

Alex Bernshteyn July 25, 2024 No Comments

I have recently assisted a few clients with ‘off-the-plan’ purchases, and they have each had their own unique obstacles when it came to the finance process. ‘Off-the-plan’ purchases are typically…

This High-Growth Investment Strategy Turned $1K Into $775K

Alex Bernshteyn November 24, 2023 No Comments

A simple ongoing investment strategy can deliver substantial returns over the long term. When measured by the broad S&P/ASX All Ordinaries Total Return Index, the Australian share market has delivered…

How To Save For a Home Deposit in Your 20s

Alex Bernshteyn October 6, 2023 No Comments

The great Australian dream has always been to own a home. However, for many Australians, that scenario is turning into the stuff of fairy tales. But it can still be…

Why Financial Planning Makes Sense

Alex Bernshteyn May 3, 2023 No Comments

If you think financial planning is reserved for those on the BRW Rich List, you’re mistaken. On the contrary, taking control of finances and building a strategy is one of…

8 Reasons You Should Already Have Income Protection Insurance

Alex Bernshteyn February 17, 2023 No Comments

It’s not every day we have eight compelling and very different reasons to suggest doing something, but that alone illustrates the importance of income protection insurance. You might be gainfully…

All You Need To Know About A Self-Managed Super Fund

Alex Bernshteyn October 21, 2022 No Comments

Are self-managed super funds worth it? We find out…

Author: Alex Bernshteyn