08 9321 2111 info@shakes.com.au
When is the best time to invest?

When is the best time to invest?

Regardless of their experience, investors often grapple with uncertainty and apprehension when deciding when to invest their money. Questions about the market’s current state, potential crashes, or waiting for a better opportunity can cause doubt and hesitation...
Managing the cost of living

Managing the cost of living

 The Shakespeare Financial Services team have devised a list of practical ideas to help save money during the cost of living crisis. Coles and Woolworths both offer membership programs that offer discounts and other perks. As an example for Woolworths, it costs $70...
Downsizer contributions

Downsizer contributions

From 1 January 2023, those 55 and over can make a ‘downsizer’ contribution to superannuation. Downsizer contributions are an excellent way to get money into superannuation quickly. And now that the age limit has been reduced to 55 from 60, more people have an...
Your 2023 financial to-do list

Your 2023 financial to-do list

With the rising cost of living top of mind for many Australians, the new year is an ideal time to get started on improving your financial health. Research by CBA shows nine in ten Australians have a financial goal for the new year and reducing living expenses tops the...
How high will interest rates go?

How high will interest rates go?

Low-interest rates have been a mainstay since the global financial crisis of 2008. When the pandemic hit, Governments pushed stimulus measures through the economy and central banks reduced interest rates even further. Coming out of COVID, housing market demand was...
How much money do you need for retirement?

How much money do you need for retirement?

How much do you need for a comfortable retirement? While it seems like a very simple question, the response is complicated because so many variables can influence the answer— sometimes considerably. Working out how much is enough for your retirement depends on...