What Generational Wealth Actually Is (and Isn’t) — Australia
Written by Victor Idoko, CFA, CFP Why this matters now Australia is entering a major intergenerational wealth transfer. Estimates commonly […]
Superannuation/Retirement
ETFs in SMSFs: Simplicity, Control, and Smarter Returns
When Australians set up a Self-Managed Super Fund (SMSF), it’s usually for one reason: control. Control over investments. Control over
To the Fathers Building Wealth and a Legacy: This One’s for You
By Victor Idoko, CFA, CFP – Wannabe Father, Son, Wealth Partner Father’s Day isn’t just about gifts, socks, and breakfast
4 Things to Do Before 40 to Achieve Long-Term Financial Freedom
Most people in their 20s and 30s focus on one thing: earning more. A bigger paycheck feels like the key
10 Timeless Principles for Strategic Wealth Builders (35 to 55) in Australia
10 Timeless Principles for Strategic Wealth Builders (35 to 55) in Australia 1. Your Income Is Not Your Wealth You
The 10-Year CFV 5x Wealth Strategy for Business Owners
At CFV Advisory, we work with ambitious business owners who want more than just a profitable company. They want personal
The Power of a Solid Retirement Plan: Building Confidence in Uncertain Times
Despite inflation and global market volatility, Australian retirement optimism has reached a five-year high, according to Nest Egg. But confidence
The First Home Super Saver Scheme (FHSSS): A Smarter Way to Save for Your First Home
FHSSS in Focus: A Timely Strategy for First Home Buyers In today’s high-cost housing market, the journey to owning your
The Silent Wealth Killer: Why Parking Your SMSF in Cash Is Costing You More Than You Think
You’ve gone through the effort, paperwork, and compliance hurdles to set up a Self-Managed Super Fund (SMSF). You wanted more
Why Knowing Your Insurance Cover Could Be the Most Important Financial Decision You Make
When we think of financial planning, we often jump to investing, budgeting, or saving for retirement. But there’s another crucial