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Concept Financial Group
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Concept Financial Group
  • About Us
  • Services
    • Investment Advice and Portfolio Management
    • Cash Flow Management
    • Insurance Advice
    • Superannuation
    • SMSF
    • Retirement Planning
    • Aged Care
    • Centrelink Assistance
  • Latest News
  • Contact Us

Concept Financial Group

Super and tax – what’s changing on 1 July 2024

by Concept Financial Group

They say nothing is certain in life except two things – death and taxes. Australians can probably add a third – the knowledge that come the end of financial year, the rules …

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How to reduce your mortgage interest rate and fees

by Concept Financial Group
How to reduce your mortgage interest rate and fees

With interest rates continuing to rise, reducing your mortgage interest rate can be a great way to save money so you’re not out of pocket and can keep or invest more of …

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How debt can help you build long-term wealth

by Concept Financial Group

Contrary to what some people may think, debt can help you build your wealth – especially if the debt is used responsibly with a clear plan and objective. In this article, we …

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Commonly Asked Questions – retirement planning

by Concept Financial Group
Commonly Asked Questions - retirement planning

Retirement is a major milestone in life, representing the end of years of hard work and dedication. It’s a time to enjoy the freedom to pursue your passions and interests without being …

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7 ways to get ready for tax time

by Concept Financial Group

Here’s a quick checklist to help you prepare for the end of financial year and maximise your tax time benefits. Understand your sources of income When it comes to tax, your wages …

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Helping your parents financially while saving for retirement

by Concept Financial Group

Many people are finding themselves in a situation where they need to provide financial support to their aging parents. Balancing the responsibility of helping your parents financially while saving for your own …

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Social media scams: Who’s really following you?

by Concept Financial Group

Cyber criminals are targeting people based on personal details and preferences – and reeling them in with professional looking follow ups. Find out how to protect yourself. Next time you like or …

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How women can future proof their wealth

by Concept Financial Group

Planning for retirement is a daunting task but it’s too important not to think about – especially for women. Fortunately, there are some small steps women can take today to protect and …

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Do you know your Total Superannuation Balance (TSB)? You should!

by Concept Financial Group

The total superannuation balance or TSB was a significant change introduced as part of the Government’s superannuation reform package, taking effect on 1 July 2017. However, unlike other changes, such as the …

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6 things to consider before investing

by Concept Financial Group

Investing your money may be an effective way to help you build long-term wealth. While it can seem overwhelming at times, given the breadth of options available, you don’t need to be …

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