Meet Our Team
The Team
Shane
Director & Adviser
Profile
Nick
Director & Finance Specialist
Profile
Shane Neaves
Director & Adviser
Coming soon
Shane Neaves is an authorised representative (1247908) of InterPrac Financial Planning Pty Ltd (AFSL 246638)
Nick Webb
Director & Finance Specialist
Coming soon
Useful Resources
We have developed an extensive collection of guide series for clients. They comprise a unique collection of financial planning and accounting materials for any one interested in managing their finances as effectively and efficiently as possible.
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Patience is a Powerful Strategy
Charlie Munger once said “The big money is not in the buying and selling, but in the waiting”; it’s a powerful reminder that patience is a cornerstone of successful investing. So, how do we cultivate that elusive quality of patience in our financial journeys?
Understanding The New $3 Million Super Tax and How It Affects Your Wealth
With significant changes to superannuation tax laws on the horizon, it is essential for high-net-worth individuals to understand the potential impact on their wealth. The looming increase in tax rates on superannuation balances exceeding $3 million has generated substantial debate. As the implementation date draws near, taking a thoughtful and informed approach is vital. However, note that this measure is not yet law.
Financial Potential in Your 40s: Preparing for a Comfortable Retirement
The forties are often considered peak earning years, presenting crucial opportunities to maximise financial gains while preparing for retirement. This decade is ideal for boosting superannuation contributions, taking full advantage of concessional contribution limits to enhance retirement savings. Ensuring comprehensive financial protection through life, disability, and critical illness coverage becomes more important than ever. Maintaining a healthy work-life balance not only improves mental health and life satisfaction but also supports better financial decision-making. Additionally, this is an opportune time to begin estate planning and considering wealth transfer strategies, ensuring assets are distributed according to your wishes while minimising tax liabilities for heirs. By focusing on these key areas, you can solidify your financial future and secure a comfortable, stable retirement.
Financial Strategies for Your 30s: Balancing Wealth Building and Responsibilities
Your thirties often bring more complex financial responsibilities, such as starting a family or purchasing a home, making this decade crucial for building upon early financial habits to ensure long-term stability. Balancing the costs of homeownership and family planning requires thoughtful budgeting and exploring available incentives. Optimising investment strategies becomes fundamental, with diversification across various asset classes helping to balance risk and potential returns. Efficient debt management, including paying off high-interest debts and exploring refinancing options, can lead to significant financial relief. By strategically managing investments, debts, and planning for family-related expenses, you can establish a robust financial platform that supports your growing family's needs and future aspirations.