My FortressMay 23Investment portfolios and concentration riskWhen it comes to investing, the main asset classes are cash, fixed interest, property, and shares. Importantly, each asset class (and...
My FortressMay 23The RBA rate rise – why did this happen?For the first time since November 2010, the RBA has raised its official cash rate - from 0.1% taking it to 0.35%, joining central banks...
My FortressApr 21Age Pension entitlement: Eligibility testsWhen it comes to maintaining your financial wellbeing in retirement, it’s important to understand that as you enter this phase of your...
My FortressApr 21Boosting retirement savings with super contributionsWhether you dream of retiring and travelling the world, caravanning around Australia, or pottering in the garden, the question remains...
My FortressApr 13The 2021 HILDA Survey: Retirement trendsThe Household, Income and Labour Dynamics in Australia (HILDA) Survey follows the lives of over 17,000 Australians each year-collecting...
My FortressJan 10Retirement and housing (homeownership)According to 2016 Census data*, about 76% of over-65s are homeowners, while 12% are renters and 11% are in other tenure arrangements (eg...
My FortressJan 10Growing your super: Government super contributionsOne of the risks retirees can face is the potential to run out of retirement savings by living longer than expected-commonly referred to...
My FortressJun 22, 2021GearingGearing or borrowing to invest, allows individuals and couples to excel their wealth creation to help grow their retirement assets....
My FortressJun 15, 2021Direct sharesInvesting in direct shares describes when you buy shares on the Australia Securities Exchange as an individual. But is this investment...
My FortressJun 8, 2021What is an SMSF?A self-managed super fund is a private super fund that you manage yourself, giving you the power to choose the investments and insurance...
My FortressMay 28, 2021Financial PlanningWealth Creation Wealth Creation starts with three simple principals 1. Spend less than you earn 2. Invest your surplus wisely 3. Don't...
My FortressMay 26, 2021SuperannuationThe return and growth of your superannuation balance will depend on if you invest it right. For couples looking to live a comfortable...
My FortressMay 20, 2021What are managed funds?A managed fund involves pooling together money from different investors into one fund that is then invested to buy assets such as shares,...
My FortressMar 12, 2020My Fortress, paving the way for future financial planners and accountants in Townsville.Formerly known as Dalle Cort Financial Services, My Fortress have generously agreed to a three-year scholarship commitment to James Cook...