Financial Goals Archives - Page 4 of 4 - Holzworth Partners

11 Mar 2023

Does your fixed-rate expire soon?

While it may seem like a distant memory now, two years ago home loan rates were being lowered everywhere. Locking in your mortgage rate was an excellent opportunity for many people. Since then there has been a significant shift in the interest rate landscape, with mortgage rates broadly following the perpendicular path of the official cash rate. As a result, homeowners who fixed a portion of or all of their loan during 2020 or 2021

7 Mar 2023

Creating and Protecting your Wealth – a process for your lifetime (and beyond).

By Jane Purnell

Perhaps the easiest way of achieving your financial and personal goals is to have a plan. Financial Planning for today, tomorrow and future years can help you retain and grow your wealth. The value of comprehensive strategic planning cannot be overstated and no matter how good ones cashflow or investments are, they can be severely compromised by poor planning. Think of the effects taxation, illness, legal risk and death can wreak upon your financial aspirations.