Finance Planning Investment

Finance Planning Investment Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Finance Planning Investment, Estate agents, Level 17, 44 Market Street, Sydney.

Finance Planning & Investment offers a truly holistic approach to assisting our clients in taking control of their finances and putting plans in place to secure their retirement.

What the new budget means for property investors.Are you considering property investment but not sure where to start?Com...
19/05/2026

What the new budget means for property investors.

Are you considering property investment but not sure where to start?

Come and get an education on how the new changes have affected property investment moving forward.

We are having a free webinar with our partner RPA
Monday 25th of May at 7pm Sydney time.
Click on the link to register your spot.
https://go.residentialinvestment.com.au/rpa-workshop-theo

Learn how to redirect up to 80% of your tax towards your future.
Supercharge your superannuation 3x faster
Pay your home loan off in 12 years
Create a 100k passive income

Property Investing with the new changes🚨 Budget night just changed property investing forever.The government has restric...
13/05/2026

Property Investing with the new changes

🚨 Budget night just changed property investing forever.

The government has restricted negative gearing on existing properties — but NEW BUILDS are fully protected. ✅

What that means for you:
→ Buy new = full tax benefits still apply
→ Buy existing = you lose the ability to offset losses against your salary

New property just became the smartest investment in the market.

DM us to find out how to take advantage of this. 🏡

05/05/2026

Another interest rate increase

Today, the Reserve Bank of Australia (RBA) announced a 0.25% increase to the cash rate, bringing it to 4.35%.

This decision reflects the RBA’s continued focus on keeping inflation within its 2–3% target range. Recent data released last week showed that inflation has edged higher, mainly due to global supply challenges and rising fuel costs.

Key points from the latest data include:

Headline inflation has increased to 4.6% for the 12 months to March 2026, up from 3.7% in February 2026.
Underlying (trimmed mean) inflation is at 3.3%.
Fuel prices may take some time to ease, which could keep overall price pressures higher even if other parts of the economy begin to stabilise.

As the RBA navigates this complex economic environment, keeping up-to-date with interest rate movements—and what they could mean for your finances—is increasingly important.

If you’re thinking about buying a home, refinancing, or exploring investment opportunities, now could be a good time to review your current lending arrangements and future plans.

Are you considering property investment.               3 Things Before You BuyJoin us in our webinar with RpaProperty in...
01/05/2026

Are you considering property investment.
3 Things Before You Buy

Join us in our webinar with Rpa

Property investment isn't complicated. The decision to start is.

People spend years thinking about it.

They follow the market, read the articles, hear about a friend who's already done it, and each time they get close to acting, something pulls them back.

It's rarely the money stopping them.

The real barrier is the fear of choosing the wrong thing.

I understand that fear.

It comes from caring about your family's future and not wanting to make a mistake with money you've worked hard for.

But here's what 28 years of experience has shown me.

The answer is almost always simpler than they expected.

Property investment in Australia isn't complicated when you strip it back to three things.

1. Clarity on your borrowing capacity and financial position.

2. Strategy matched to your goals and timeline.

3. Location driven by fundamentals, not noise.

Population keeps growing, construction keeps falling behind, and supply and demand keeps doing what it's always done.

These forces haven't changed in decades, regardless of what the commentary suggests on any given week.

People who've built real wealth through property didn't start because the timing felt perfect.

They started because they finally got a clear picture of where they stood financially.

Once they had that clarity, the decision became easier.

Not because the fear disappeared, but because the facts replaced the uncertainty.

A couple came to us after spending years researching on their own. We had them settled into a strong investment within four months.

Their only regret was waiting so long to have the first conversation.

If you've been thinking about this for a while, this session will help.

Join Our Free Live Webinar This Monday Night

📌 How clarity on your numbers changes the entire decision
📌 Why strategy matters more than timing
📌 The three elements every first purchase needs

đź“… Date: Monday, May 4, 2026
⏰ Time: 7.00 PM Sydney Time
đź”— Register Here:

https://go.residentialinvestment.com.au/rpa-workshop-theo

The first step is always simpler than it feels.

Talk soon,

More pressure on property prices
20/04/2026

More pressure on property prices

New figures reveal the government's ambitious housing plan is already failing, leaving millions wondering if they'll ever own a home. Link below.

Are you considering property investment but not sure where to start?Come and get an education on all aspects of property...
15/04/2026

Are you considering property investment but not sure where to start?

Come and get an education on all aspects of property investment.
We are having a free webinar with our partner RPA
Monday 20th of April at 7pm Sydney time.
Click on the link to register your spot.
https://go.residentialinvestment.com.au/rpa-workshop-theo

Would you like a 100k Passive income for retirement ?We are having a webinar with our partner RPA.LearnHow to redirect u...
12/03/2026

Would you like a 100k Passive income for retirement ?

We are having a webinar with our partner RPA.

Learn

How to redirect up to 80% of your tax towards your future
How to eliminate your home loan in 10 - 12 years
How to super charge your superannuation 3x faster
How to create a 100k Passive Income

Monday 16th of March at 7Pm AEST.

Click to register your spot.
https://go.residentialinvestment.com.au/rpa-workshop-theo

Is it time to review your superannuation?As many Australian stop working and retire, they start living off their superan...
27/02/2026

Is it time to review your superannuation?

As many Australian stop working and retire, they start living off their superannuation.

What if there wasn't enough?

Sadly we see people leaving planning to late and have to rely on the pension, what if that wasn't available

Why not look at options available to you?

Message us a private message for a simple conversation

22/02/2026
Have you ever done a retirement analysis?How does retirement look for you? With many people working longer now than ever...
18/11/2025

Have you ever done a retirement analysis?

How does retirement look for you? With many people working longer now than ever before. It’s never been more important to check if you are ahead or behind with your plan.

A retirement analysis will help identify what you need for retirement. It will also show you how much you need to create each week, and year in order to achieve your goal

If you retire at 65 and are retired for 20 years. If you wanted to live on 100k per year in retirement you would spend 2 million dollars.

How much per year are you wanting to retire?

Message us for a free retirement analysis that you can do at home

Address

Level 17, 44 Market Street
Sydney, NSW
2000

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