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Category: Investment

July 29, 2022
ultimum-financial Investment, Retirement, Super,

Will you be able to afford to retire?

FORO – the fear of running out – is a very real issue in Australia. AMP’s Financial Wellness research indicates that almost 50% of Australians are worrying that they don’t have enough money for retirement. The realisation that you may...

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July 29, 2022
ultimum-financial Debt, Investment, Money, Retirement,

Tips to reduce your debts before you retire

While many Aussies will carry some debt into retirement, the good news is, there are a number of things you could do now while you’ve still got time on your side and earning an income. Get serious about having a...

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July 29, 2022
ultimum-financial Finances, Investment, Money,

Building an investment portfolio with pocket change

The concept of investing in shares or other investment products can put a lot of people off. It can be difficult to understand, the share market is intimidating, and investment brokers generally only deal with people who have a lot...

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February 17, 2022
ultimum-financial Estate Planning, Investment, Super, Taxation,

Financial rights and wellbeing for LGBTI couples

Although LGBT couples have access to the same legal and financial rights as heterosexual couples, they still face unique challenges when it comes to forward planning and securing a financial future. There are many aspects to consider for same sex...

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November 24, 2021
ultimum-financial Investment, Super,

How to invest ethically

Ethical investing is a key consideration for many investors. Seeking advice from a qualified professional can help ensure that your investments not only meet your long-term financial goals, but also align closely with your values. If you’re looking to learn...

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November 11, 2021
ultimum-financial Investment,

Millennials and money: what does the future hold?

Despite their reputation for soy lattes and avocado, research shows that millennials are spending less on nonessential items and more on necessities than ever before. After a decade of slow economic growth, little wage growth and spiralling housing costs –...

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October 20, 2021
ultimum-financial Investment, Super,

11 things to know about super

Super is there to provide you with an income when you stop working and it may provide a tax-effective way to save for your retirement over the long-term. What’s probably more interesting, is in time, your super may become one...

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Recent Posts

  • Will you be able to afford to retire?
  • Tips to reduce your debts before you retire
  • Building an investment portfolio with pocket change
  • What are some of the common mistakes that young people make with super?
  • Tax deductible donations: Get the most out of giving back

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      General Advice Warning The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Ultimum Financial Pty Ltd (Ultimum) Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Ultimum nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.