Matt Jacobson

Ways to Grow Savings That Actually Work

Matt Jacobson March 31, 2025 No Comments

There are many reasons to grow your savings—to pay for the kids’ education, purchase a family home, go on a big holiday overseas, get out of debt, plan for retirement,…

Federal Budget 2025–26: What It Means for Your Finances

Matt Jacobson March 26, 2025 No Comments

The 2025–26 Federal Budget has landed—and while many details were already on the table, Treasurer Jim Chalmers surprised us with a $17 billion tax cut package aimed at “rebuilding living…

Your Complete Guide to Combining Super

Matt Jacobson December 5, 2024 No Comments

If you’ve had various jobs, you probably have various superannuation funds. Whilst a diversified approach sounds like it could be lucrative, the opposite is likely true. As part of our…

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…

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…

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…

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…

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…

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…

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…

Author: Matt Jacobson