Matt Jacobson

Financial Planning for Self-employed

Matt Jacobson April 1, 2025 No Comments

Financial Advice for Freelancers in Australia Transforming Self-employment into Real Financial Power Working for yourself brings plenty of rewards – you do what you love, own your own day, and…

"Happy family of four running and playing together at the beach near the ocean on a sunny day

Money Saving Ideas For Families

Matt Jacobson April 1, 2025 No Comments

Cost of living increases, school fees, medical expenses, soaring housing and rental costs, inflation, and interest rates that seem to never fall; raising a young family in modern-day Australia is…

Stacks of coins with red upward arrows and percentage symbols representing rising interest rates or financial growth.

Matt Jacobson March 31, 2025 No Comments

Ways to Grow Savings That Actually Work There are many reasons to grow your savings—to pay for the kids’ education, purchase a family home, go on a big holiday overseas,…

Federal Budget 2025–26: What It Means for Your Finances

Matt Jacobson March 26, 2025 No Comments

The 2025–26 Federal Budget has landed—and while many details were already on the table, Treasurer Jim Chalmers surprised us with a $17 billion tax cut package aimed at “rebuilding living…

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Your Complete Guide to Combining Super

Matt Jacobson December 5, 2024 No Comments

If you’ve had various jobs, you probably have various superannuation funds. Whilst a diversified approach sounds like it could be lucrative, the opposite is likely true. As part of our…

Concerned middle-aged couple receiving financial advice from a consultant

Estate Planning Mistakes

Matt Jacobson October 7, 2024 No Comments

An estate plan outlines how your wealth and assets will be preserved, managed and allocated in the event of death or incapacitation. More importantly, it’s a way to ensure that…

A blue piggy bank with 'My Super' written on it, resting on a navy blue diary beside a calculator and glasses on a wooden table.

Preserved but Not Forgotten

Matt Jacobson September 6, 2024 No Comments

It is important to be aware of exactly when and how you can access your super, and what you can do in the meantime to make sure it is working…

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What Is an Annuity?

Matt Jacobson September 6, 2024 No Comments

The term ‘Annuity’ is often mentioned in the financial press, but what actually are annuities and how do they work in practice? The word annuity itself originates from the meaning…

A small model of a house placed on top of a calculator, with architectural plans and office supplies on a desk in the background.

What Is a Mortgage Home Loan & How Does It Work?

Matt Jacobson August 8, 2024 No Comments

If you’re embarking on your first property purchase, congratulations! We’ve pulled together this general information on everything to know about home loans. First-time buyer mortgages can feel like a minefield of…

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What Is a Financial Advisor & Do I Need One?

Matt Jacobson August 8, 2024 No Comments

A financial advisor (also sometimes called a financial planner) in Australia is a qualified professional who assists clients in reaching their financial goals. Sometimes, clients don’t always know what those…

Author: Matt Jacobson