Here are some ideas which have come up in recent strategy discussions with clients. Some might be relevant depending on your personal circumstances. They focus on improving flexibility, reducing risk, and positioning for future opportunities… #1: Releasing equity while valuations remain respectable Many homeowners are taking advantage of still-reasonable property valuations and unlocking equity […]
Ideas from recent strategy meetings
Debt recycling into shares
Here’s an overview of what the debt recycling strategy involves and how it may support long‑term investment objectives. For further reading the below two AFR articles may also be of interest… Why high earners will leverage shares instead of houses in new tax era How the rich use this tax strategy to get richer Debt […]