News & Resources

October Updates

Aged Care

Here are the steps required to enter aged care, as well as the fees that may apply. And some of the key things to consider when it comes to the family home.

Article link: A guide to aged care - Capstone (capstonefp.com.au)

Retirement

Just as it is vital to invest in the financial planning, retirement planning must also focus on that other precious commodity – time. Learn how to navigate change in retirement.

Article link: Navigating the transition to a successful retirement - Capstone (capstonefp.com.au)

Home Loans

There are ways you can set up your home loan to pay less interest in the long run and take years off your mortgage. Here are a few quick tips to get your home loan working harder.

Article link:  8 tips to get a harder working home loan - Capstone (capstonefp.com.au)

August Updates

Insurance

Making sure you’re getting the best deal on insurance without missing out on the cover you need can feel like a minefield. Get to know where and how to buy. 

Article link: What's the best way to get insurance organised - Capstone (capstonefp.com.au)

Money Management

The 50/30/20 budgeting strategy approach enables you to manage your money without making too many sacrifices. It helps you to divvy up your take-home pay into three main areas – needs, wants and savings. Read more to see if this strategy is right for you. 

Article link: 50-30-20 Budgeting strategy - Capstone (capstonefp.com.au)

Retirement

Retirement planning is one of those things that often gets pushed to the back burner. Here we'll outline some steps you can take to secure your financial future. 

Article link: What to do if you're 55 and have no retirement plan - Capstone (capstonefp.com.au)

Investing

If there’s one rule of thumb for investors to bear in mind, it’s that “if it looks too good to be true, it probably is”. Here are the top pitfalls to avoid. 

Article link: Make your money work harder - pitfalls to avoid - Capstone (capstonefp.com.au)

July Updates

Insurance

It can take time and stress to figure out what type of insurance cover is best for you and how much of it you need. And the thought of making a decision that could have a major impact on your life can feel daunting. The good news is, we’ve got some great pointers for you.

Article link: Getting your insurance cover right - Capstone (capstonefp.com.au)

Cost of Living

In this article we look at some of the ways you can better manage the high cost of living by investing, increasing your income or reducing expenses.

Article link: Navigating the high cost of living in Australia - Capstone (capstonefp.com.au)

Retirement

Retirement is a time that many Australians eagerly anticipate. Learn about key strategies to help boost and preserve your retirement savings, to help you achieve longterm financial security throughout your golden years.

Article link: Help your retirement funds last the distance - Capstone (capstonefp.com.au) 

Investing

Want to invest but don’t know where to start? Follow these 5 basic steps to be on your way. Reach out to us if you need advice.

Article link: What are the steps to investing - Capstone (capstonefp.com.au)