
Upsizing, downsizing and rightsizing: Finding the best fit
We’ve all heard about downsizing and upsizing, but what about rightsizing? ‘Rightsizing’ is used for when you find the right fit for you. In property
We’ve all heard about downsizing and upsizing, but what about rightsizing? ‘Rightsizing’ is used for when you find the right fit for you. In property
Planning for what happens when you pass away or become incapacitated is an important way of protecting those you care about, saving them from dealing
If you’re struggling to pay your bills, a new credit card may not be the best move. See managing debt for other options. How to get the
If you’re employed, your employer should be paying a percentage of your earnings into your super account. It’s worth checking to make sure you’re being
Future investment returns are unknown, but past returns are a guide for retirement. If you’re a member of a superannuation fund, for all intents and
Have you ever looked around your place and wondered how much cash is sitting in those old clothes you never wear, gadgets you never use
Characteristics of impulsive spenders A ‘money mindset’ is a way of thinking about personal finance. Your money mindset can change over time, and it may
Why having less super isn’t necessarily a financial sweet spot for retirees. Millions of Australians aged 67 and over have just received an Age Pension
Bonds can play an important role in investment portfolios, but what exactly are they, what are their benefits, and how do you invest in them?
There’s almost $18 billion of unclaimed superannuation. Here’s how to find it. When it comes to accumulated retirement savings, many Australians have a strong fear
An emergency fund is money you save to cover urgent or unexpected costs. This could be car repairs, unexpected travel or an urgent medical bill.
Records you need to keep When you sell your shares in companies or units in managed funds, most of the records you need will be
Suite 108 / 620 St Kilda Road,
Melbourne VIC 3004
“This website is published by Sabre Wealth Management Pty Ltd. Chris Puddy [No. 340192] and Sabre Wealth Management Pty Ltd [No. 387795] are authorised representatives of Sentry Advice Pty Ltd (ABN 77 103 642 888), AFSL (227748).
The information contained in this website and any of the resources available through it including eBooks, fact sheets and seminars (‘Content’) has been prepared for general information purposes only and is not (and cannot be construed or relied upon as) personal advice. No investment objectives, financial circumstances or needs of any individual have been taken into account in the preparation of the Content. Financial products entail risk of loss, may rise and fall, and are impacted by a range of market and economic factors, and you should always obtain professional advice to ensure trading or investing in such products is suitable for your circumstances. Under no circumstances will any of Sabre Wealth Management Pty Ltd, Sentry Advice Pty Ltd, its officers, representatives, associates or agents be liable for any loss or damage, whether direct, incidental or consequential, caused by reliance on or use of the Content. This content is restricted to Australian residents and is for the intended recipient only. From time to time Chris Puddy and/or Sabre Wealth Management Pty Ltd representatives or associates may hold interest in or transact in companies or products mentioned herein, and may receive fees or other benefits, in connection with the making of any recommendation or facilitating a transaction in such companies or products.”