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Aug 18, 2024

In this episode, we talk about Discretionary Trusts and why people use them. They can offer great benefits for the "Beneficiaries", but do you know the difference between an "Appointer" and the "Trustee" and the role of the "Settlor?"

We tackle the jargon of the different roles that need to be considered when setting up...


Aug 4, 2024

In this episode we cover the primary methods people use to get started with debt recycling.

Some people prefer to take a leap by taking on additional borrowings to invest while others prefer to pay down the loan first, redraw then invest. Some prefer to refinance their loan to a mortgage product specifically designed to...