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family bonding

11 Nov Our Beginner’s Guide to Building an Effective Investment Portfolio

Posted at 05:55h in Financial Advice, Investment by Lochlan Stuhne-Scott

Investing can seem intimidating to some - especially if you are a beginner. For those wanting to make smart financial moves in their life, investing can be a great place to start.  Work smarter, not harder: Investing can help grow your savings in the long term...

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family

03 Nov 3 Tips to Consider When Handling Your Estate Planning

Posted at 05:31h in Financial Advice by Lochlan Stuhne-Scott

Estate planning is the process of preparing all your assets, properties, and belongings so you can make sure they will be given to the right people after you pass away. This involves appointing the right people as your beneficiaries so they can benefit from your...

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Real-estate-investing

27 Oct Real Estate Investing: 3 Benefits of Investing in a Property

Posted at 05:40h in Financial Advice, Investment by Lochlan Stuhne-Scott

Investing in real estate may seem quite complex and daunting to begin with. However, once you understand the benefits of investing in real estate, you may want to start looking further into how you can get started.  It’s common for those who begin investing in real...

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couple

20 Oct How Much Should You Contribute to Your Superannuation?

Posted at 05:55h in Superannuation by Lochlan Stuhne-Scott

Your super is one of your most important assets when it comes to retirement planning. Early retirement planning can help to ensure you achieve your dream lifestyle and don’t have to stress about money in your golden years.  Seeking superannuation advice from professionals can be really...

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13 Oct Do You Need a Business Succession Plan?

Posted at 06:07h in Succession Planning by Lochlan Stuhne-Scott

If you own and operate a business, do you have a plan for the unexpected? A business succession plan is just that - a plan for your business and finances should the unexpected happen such as a death, injury, or illness of a key employee...

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Investing Success 30s-40s

04 Oct Investing in Your 30s and 40s: 5 Steps to Investment Success

Posted at 10:49h in Financial Advice, Investment by Lochlan Stuhne-Scott

Through your 30s and 40s, life can really start to get complicated. “Adulting” can be difficult and making the right choices with your money is even harder.  As you hit your 30s and 40s, you begin to see a more straightforward path for you, your family,...

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Retirement Planning

28 Sep Preparing for Retirement: What Should Your Priorities Be?

Posted at 10:49h in Retirement Planning by Lochlan Stuhne-Scott

Everyone wants to have a comfortable lifestyle during their retirement years. This is why it’s vital to make the proper preparations early in the planning phase. However, retirement planning is a big task with a lot of moving parts so it can be difficult to know...

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financial planning for young ppl

22 Sep Financial Planning: Best Tips for Australian Millennials

Posted at 07:04h in Budgeting and Cashflow, Financial Advice by Lochlan Stuhne-Scott

Financial Planning: Best Tips for Australian Millennials to Achieve More with their Money Millennials are people who know how to live. Whether by travelling or buying the things that bring them joy, this generation knows how to live their best life. The one pitfall of many...

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17 Sep CASE STUDY: Using the First Home Super Saver Scheme

Posted at 03:31h in Case Study, Concessional Contributions, Financial Advice, First Home by Lochlan Stuhne-Scott

Using the First Home Super Saver Scheme we've added almost $5,000 a year to Jack and Sally's savings, and without making any changes to their budget.   Background: In the 2017-18 Federal Budget, the government introduced the First Home Super Saver Scheme (FHSSS) to assist first home buyers...

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happy couple retired

10 Sep 3 Common Retirement Myths Holding You Back

Posted at 06:55h in Retirement by Lochlan Stuhne-Scott

  For some people, retirement can feel like leaping into an unknown abyss. It’s normal to feel nervous, stressed, or confused about how you’re even supposed to spend your time.  You're not alone; it's perfectly valid to feel these things. After years and years working hard with...

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Lochlan Stuhne-Scott is an authorised representative of Leo Wealth Pty Ltd Corporate Authorised Representative 1282791, of HNW Planning Pty Ltd AFSL 225216. Download Lochlan's Financial Services Guide (FSG) here.

HNW Planning is committed to ensuring the confidentiality of client’s personal information in accordance with the Australian Privacy Principles in the Privacy Act 1988. For more information on what is required, please refer to the HNW Privacy Statement here.

Leo Wealth and HNW Planning share the following office and postal addresses
Suite 16, Level 2, 2 Ilya Avenue, Erina NSW 2250
PO Box 3305, Erina, NSW 2250
hello@leowealth.com.au

© Leo Wealth. All Right Reserved 2021.

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