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BUY OR INVEST IN PROPERTY

SO HERE’S WHAT WE MEAN BY THAT

Unlike many financial advisers, we are happy to advise on investment in direct real property as part of a robust financial plan.

In our view, direct property is a key strategy for the creation of wealth in Australia, but it is not the only strategy. The purchase of one house for investment on one street in one suburb will not ensure a comfortable retirement, nor will it lead to untold riches. To put it another way, all investments are NOT made of bricks!

Investment in property should not be taken lightly. Like any other investment, values can rise and fall, and it can take time to dispose of should you need to. Planning for these risks is essential for you to get a successful outcome.

Having said that, structuring the acquisition of property appropriately to maximise the benefits of the taxation environment, and to ensure that it fits in with your overall plans is part of what we do. Whilst we cannot advise on the purchase of a specific property, we can assist you in working out the likely costs and benefits of a potential purchase, and help you to put plans in place for when the time comes to dispose of the property.

LEARN MORE ABOUT FINANCIAL PLANNING

Paul is your personal advisor and wants to share some of his insights after 40 years in financial planning with you.
Read some of our thoughts on finance, business and personal growth here.

Changes to Personal Income Tax Rates

| Accounting | No Comments
The Federal Government is proposing changes to the personal income tax cuts initially set to begin on July 1, 2024. The three-points plan announced in the 2018-19 Federal Budget, aimed to address the issue of tax rates not keeping up…

Featured in the Coal Coast Baby Issue

| Accounting, Budget, Estate Planning, Families, Planning, Young People | No Comments
Allan Dunn from Innovus Advice was thrilled to have been invited recently to contribute an article to this months Coal Coast Magazine. The topic was on The Financials of starting a family, and while we all know that kids are…
investment advice stocks markets alan kohler innovus advice financial planner accountant wollongong fairy meadow illawarra

Investing is not the nightly news

| Investments, Retirement, Superannuation, Uncategorized | No Comments
Some little time go I had a fairly veiled rant about the focus of media attention on the short-term movement in investment markets. I thought a few pictures might amplify, so I took to the stocks app on my iPhone.…

WHAT HAPPENS WHEN YOU WORK WITH INNOVUS

INITIAL ENQUIRY

Send us an email and one of our team will be in touch to introduce ourselves and to find out how we can best help you.

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GETTING TO
KNOW YOU

Let’s sit down and have a coffee and talk about what you want to achieve and how we can help.

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FILLING THE GAPS

Time to get serious and collect some hard data so we can get to work

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IT'S SHOWTIME!

Now it’s time to show you what we have done and to explain how our recommendations will work for you

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WELCOME TO
THE FAMILY

Now that’s a wrap! You are officially part of the Innovus family. We need to decide on ongoing services, so the party ain’t over yet!

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