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  • Home
  • About Us
  • Our Services
    • Aged Care
    • Financial Advice young singles & couples
    • Financial Advice for young families
    • Investment Strategies
    • Insurance
    • Superannuation
    • Retirement Planning
    • Estate Planning
    • Small Business Owners
  • Why Choose Us
    • Testimonials
  • Latest Articles
  • Contact Us

Daily Archives: August 31, 2023

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  4. 31

When you need a will and who can help

UncategorizedBy Orbit Financial ServicesAugust 31, 2023

Wills aren’t just for later in life and you should really have one when you start earning. And as money and family matters can be complex, it makes sense to get help. Who needs a will anyway? A will is something you might think you only need once you’re a millionaire or close to retirement…

How to upsize your super with a tax-free downsizer contribution

UncategorizedBy Orbit Financial ServicesAugust 31, 2023

Did you know from age 55, you may be eligible to make a super contribution of up to $300,000 using the proceeds from the sale of your home? Downsizing your home in retirement could have several upsides – some money in your pocket, less maintenance, and depending on your new location, greater convenience. If it’s…

How to budget as interest rates rise

UncategorizedBy Orbit Financial ServicesAugust 31, 2023

Having a solid budget is crucial to building financial resilience and as rising rates continue to put pressure on household finances, it could help to look at ways to save more and spend less. With Australia being one of the most highly leveraged countries in the world1 and the average mortgage for owner-occupied properties is…

Five facts everyone needs to know about life expectancy

UncategorizedBy Orbit Financial ServicesAugust 31, 2023

With the life expectancy of Australians increasing over the years, most of us can assume we’re going to live longer than previous generations. But are our expectations on the money, or way off the mark? We bring you five important facts everyone needs to know about life expectancy. Back when compulsory super started in 1992,…

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Orbit Financial Services Pty Ltd (ACN 623138643) is a Corporate Authorised Representative (no. 1261981) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence No.223135
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