Matt Jacobson

Concerned middle-aged couple receiving financial advice from a consultant

Estate Planning Mistakes

Matt Jacobson October 7, 2024 No Comments

An estate plan outlines how your wealth and assets will be preserved, managed and allocated in the event of death or incapacitation. More importantly, it’s a way to ensure that…

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Preserved but Not Forgotten

Matt Jacobson September 6, 2024 No Comments

It is important to be aware of exactly when and how you can access your super, and what you can do in the meantime to make sure it is working…

A tablet displaying a colourful pie chart and a bar graph with an upward trend, symbolising growth and financial analysis.

What Is an Annuity?

Matt Jacobson September 6, 2024 No Comments

The term ‘Annuity’ is often mentioned in the financial press, but what actually are annuities and how do they work in practice? The word annuity itself originates from the meaning…

A small model of a house placed on top of a calculator, with architectural plans and office supplies on a desk in the background.

What Is a Mortgage Home Loan & How Does It Work?

Matt Jacobson August 8, 2024 No Comments

If you’re embarking on your first property purchase, congratulations! We’ve pulled together this general information on everything to know about home loans. First-time buyer mortgages can feel like a minefield of…

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What Is a Financial Advisor & Do I Need One?

Matt Jacobson August 8, 2024 No Comments

A financial advisor (also sometimes called a financial planner) in Australia is a qualified professional who assists clients in reaching their financial goals. Sometimes, clients don’t always know what those…

A couple sitting on a couch working on a laptop, surrounded by papers and receipts in a cosy living room.

Federal Budget 2024 Summary

Matt Jacobson August 8, 2024 No Comments

On 14th May 2024, Treasurer Jim Chalmers delivered the 2024 Federal Budget. Plans outlined a series of tax, superannuation and immigration measures, along with the Stage 3 personal income tax…

A potted tree with leaves made entirely of U.S. dollar bills.

What Is ‘Socially Responsible’ Investing?

Matt Jacobson July 25, 2024 No Comments

Many investors want to know that their investments are making a positive impact on our world and its inhabitants. Socially responsible investment or ethical investing fits this bill with investors…

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A Different Way to Help the Grandkids

Matt Jacobson July 25, 2024 No Comments

Many grandparents want to give their grandchildren a head start in life, and a common way to do so is to help by paying some (or all) of their school…

A blue piggy bank with 'My Super' written on it, resting on a navy blue diary beside a calculator and glasses on a wooden table.

How To Grow Your Superannuation

Matt Jacobson April 12, 2024 No Comments

When it comes to the Australian pension, there’s good news, and there’s bad news. The good news is that it exists. The bad news is that it falls below the…

A smiling mature couple standing close together indoors, with the man wearing glasses and a light shirt, and the woman in a dark top.

How To Prepare For Retirement In Your 60s

Matt Jacobson October 9, 2023 No Comments

Especially if you have a fear of running out of money Have you heard of FORO, or “Fear Of Running Out?” The term has entered our lexicon amidst a growing…

Author: Matt Jacobson