Financial Advisory - Canny Group

Pictured: Chris Graham standing smiling with his hands in his pockets wearing powder blue and khaki trousers.

Financial Advice During Retirement: Why You Might Need It

Advisory, Retirement Planning / Zach Henderson

While many carefully plan for the accumulation of wealth during their working years, fewer recognise the importance of financial planning during retirement

Financial Advice During Retirement: Why You Might Need It Read More »

Roadmap To Investing: For 50-60 Year Olds

Advisory, Retirement Planning, Savings + Investments / Zach Henderson

For those already in their 50s and 60s, financial priorities often begin to shift. With retirement on the horizon, this stage of life is commonly marked by a mix of excitement and urgency

Roadmap To Investing: For 50-60 Year Olds Read More »

Pictured: Samantha Butcher standing smiling in a long sleeve white top and black skirt. Behind her is an image of a white and red Van with pink flowers on the dashbaord.

Roadmap To Investing: For 40-50 Year Olds

Advisory, Retirement Planning, Savings + Investments / Zach Henderson

People in their 40s and 50s are in a crucial phase of their financial lives, often referred to as the “peak earning years”

Roadmap To Investing: For 40-50 Year Olds Read More »

Pictured: Brittany Bell in a pink dress and black jacket with her hands in her jacket pockets, standing and smiling. Behind her is an image of a child on a scooter going down a concrete hill with white stripes painted on the ground.

Investing With Your SMSF: What Are The Rules?

Advisory, Self-Managed Super Funds (SMSF) / Zach Henderson

While the world of investments might not be for everyone, whether you are an investing novice, an investment afficionado (or anywhere in between)

Investing With Your SMSF: What Are The Rules? Read More »

Pictured, Jayden Scott with a big smile on his face and his hands in the pockets of his black suit. In the background is a picture of a white card and younger aged people standing on a beach, some are standing on the top of the car and looking at which direction to go in.

Roadmap To Investing For 30-40 Year Olds

Advisory, Savings + Investments / Zach Henderson

Investing can seem like an overwhelming task when you’re trying to get started, especially for those in their 30s who are often juggling multiple responsibilities

Roadmap To Investing For 30-40 Year Olds Read More »

Pictured, Chris Graham with one hand on his hip and a big smile. In the background there is an image of wooden toothbrushes with a sprig of leaves laid down next to them.

Surplus Income Investing: Sustainable + Ethical

Advisory, Savings + Investments / Zach Henderson

The goal of investing to maximise profit is giving way to a different approach, where investors seek to use their money as a force for good.

Surplus Income Investing: Sustainable + Ethical Read More »

Pictured: Brittany Bell, standing in a colourful dress with a black jacket on, hands in her pockets and smiling. She's standing in front of a light blue public library cabinet that stands on the side of the road.

Can Self-Managed Super Funds Borrow?

Advisory, Self-Managed Super Funds (SMSF) / Zach Henderson

So, you have a Self-Managed Super Fund, SMSF for short (or maybe you are considering establishing one)

Can Self-Managed Super Funds Borrow? Read More »

Pictured; Jayden Scott, standing smiling wearing black suit pants and jacket with a white business button up underneath with his hands in his pockets and smiling toward the camera.

Should I Continue To Invest During Retirement?

Advisory, Retirement Planning, Savings + Investments / Zach Henderson

As retirement approaches, many people face a crucial decision: should they continue investing throughout their retirement?

Should I Continue To Invest During Retirement? Read More »

Superannuation Update 2024: Everything You Need To Know!

Advisory, Self-Managed Super Funds (SMSF) / Zach Henderson

We intend to regularly provide you with these updates as a way of helping you plan for your retirement

Superannuation Update 2024: Everything You Need To Know! Read More »

Pictured, Samantha Butcher with her hands by her side, wearing a long sleeve white top, a black pencil skirt and a big smile. In the background is a picture of a hand holding a magnifying class with a picture of a landscape upside down against a gloomy overcast background.

Everybody Retires… So Why Do I Need To Plan For Retirement?

Advisory, Retirement Planning / Zach Henderson

We are all going to retire at some stage, some earlier than others and some may choose to keep working well into their 70’s and beyond.

Everybody Retires… So Why Do I Need To Plan For Retirement? Read More »

Pictured, Jayden Scott wearing a dark black coloured suit and his hands in his pockets. Standing in front of a picture of a billboard that says "UTAH life elevated" which sits on an intersection of a deserted road and mountains in the background.

Retirement Planning Milestones – Life Stages + Planning

Advisory, Retirement Planning / Edwina Wilkens

Retirement Planning Milestones – Life Stages + Planning Written by: Jayden Scott l Canny Advisory Retirement is a significant life milestone that we all aspire to reach comfortably. However, the key to living a comfortable retirement lifestyle lies in early and strategic planning. For many people, our superannuation will end up being one of

Retirement Planning Milestones – Life Stages + Planning Read More »

How Are Self-Managed Super Funds Taxed?

Advisory, Self-Managed Super Funds (SMSF) / Edwina Wilkens

We are surrounded by tax everywhere and we love a good acronym. PAYG, CGT, GST, and FBT – sounds like I’m just listing the alphabet!

How Are Self-Managed Super Funds Taxed? Read More »