Preview Mode Links will not work in preview mode

360 Money Matters

Oct 29, 2024

Welcome back to another episode of the 360 Money Matters Podcast! 

In this episode we discuss the key considerations around refinancing a mortgage, especially in light of potential interest rate reductions. We cover various factors, including negotiating with your existing lender, the "loyalty tax," and the pros and...


Oct 22, 2024

Welcome back to another episode of the 360 Money Matters Podcast! 

In this episode, we discuss the importance of paying attention to superannuation, as 12% of an employee's income is allocated to it. We explain that superannuation is a tax-effective trust structure designed to help grow wealth for retirement. Also, we...


Oct 15, 2024

Welcome back to another episode of the 360 Money Matters Podcast! We are back again with our monthly ‘Market Wrap’ segment.

In this episode, we discussed the significant movements in the investment markets, highlighting the 5.18% rise in the S&P 500 over the last month, driven by factors such as East Coast...


Oct 8, 2024

Welcome back to another episode of the 360 Money Matters Podcast! 

In this episode, we explore downsizing as part of a retirement strategy. We discuss why retirees often choose to downsize, such as reducing space and maintenance needs, and the financial benefits like unlocking equity from the family home to boost...


Oct 1, 2024

Welcome back to another episode of the 360 Money Matters Podcast! 

In this episode, we discuss superannuation and the strategies for growing it effectively. We address the importance of starting early, making consistent contributions, and understanding the tax advantages associated with superannuation. We answer...