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In early 2016 we invested in the Spire USA ROC III Fund (“Spire ROC III”), which was established to invest directly into the assets of the Bridge Multifamily & Commercial Office Fund III (BMF III).  BMF III is managed by Bridge Investment Group (“Bridge”) and is a private equity real estate fund investing in multifamily… [Read More]

I have always believed there are not many professional responsibilities greater than providing advice to help someone manage and invest their life savings.  Yet at times it makes me cringe to admit being in the financial advice industry when I see advice being used as a distribution channel for the sale of financial products. In… [Read More]

Its the end of another financial year, but that is not the only milestone I discuss in this video – we are celebrating 5 years in business as well as ASIC granting Wealth Simplicity its own Australian Financial Services Licence (AFSL)! I’m really excited to share the news and for the years ahead! If you… [Read More]

Another financial year has passed, and it’s been a fascinating year for investors. In many ways, it’s been a tale of two halves with significant weakness in share markets in the final quarter of 2018 significantly impacting investor returns. This was largely driven by expectations of rising interest rates in the US and concerns around… [Read More]

A credit report is a record of information relating to your personal credit history. This is used by credit providers, such as banks and telecommunications companies when assessing a credit application such as a new phone contract.  Your credit report may also contain information that shows when you have applied for commercial credit, including the… [Read More]

With the end of the financial year fast approaching, we have created a short list of 6 tips to help you get your finances in order and save tax. If you wait until after 30 June it will be too late! 1. Get deductions ready for tax time You can claim a tax deduction for… [Read More]