Skip to content
(08) 8331 8688
office@bamfp.com.au
Facebook
  • Who We Are
    • About Us
    • Our Process
    • Rising Star Winner – Nathan Baker
    • 7 Easy Steps to Growing a Money Tree
  • How We Help
    • When We Help
    • Services
  • Insights
  • Contact
  • Who We Are
    • About Us
    • Our Process
    • Rising Star Winner – Nathan Baker
    • 7 Easy Steps to Growing a Money Tree
  • How We Help
    • When We Help
    • Services
  • Insights
  • Contact
Schedule a Call

Day: 14 July 2025

Career moves to help you get ahead financially

14th July 2025 by BAM Financial Planning

If you are trying to get ahead financially, whether you are coming up with a deposit for your first home, focussed on paying down a mortgage, or working towards any other financial goals, budgeting and being able to save is critical, but as well as minimising your spending, a great way to get ahead is … Read more

Categories Insights

Are your adult children ready for the wealth transfer?

14th July 2025 by BAM Financial Planning

The inheritance wave is building but most people are unprepared for the ride Transfers of accumulated wealth from one generation to the next are part and parcel of everyday life. But the next 20 to 30 years will see the biggest intergenerational wealth handover in history. According to estimates made by the Productivity Commission in … Read more

Categories Insights

Records for rental properties and holiday homes

14th July 2025 by BAM Financial Planning

How long to keep rental records You need to keep records for 5 years. Depending on your situation, that is 5 years from the date: you lodge your tax return of your last claim for the decline in value of an asset it is certain that no capital gains tax event can occur after you acquire, sell … Read more

Categories Insights

Recent Posts

  • AI and money decisions
  • I’m close to retirement age. What are my options for drawing on my super savings?
  • The Iran war and markets: Keeping perspective amid uncertainty
  • Is Australia at risk of a recession? Here’s what the data actually shows
  • How does your super balance compare to other people your age?

Archives

  • May 2026
  • April 2026
  • March 2026
  • February 2026
  • January 2026
  • December 2025
  • November 2025
  • October 2025
  • September 2025
  • August 2025
  • July 2025
  • June 2025
  • May 2025
  • April 2025
  • March 2025
  • February 2025
  • January 2025
  • December 2024
  • November 2024
  • October 2024
  • September 2024
  • August 2024
  • July 2024
  • June 2024
  • May 2024
  • April 2024
  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • February 2021

Categories

  • Insights
  • Market Updates

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org
Get in Touch

0 / 180
  • Who We Are
    • About Us
    • Our Process
    • Rising Star Winner – Nathan Baker
    • 7 Easy Steps to Growing a Money Tree
  • How We Help
    • When We Help
    • Services
  • Insights
  • Contact
  • Financial Services Guide
  • General Advice Warning
  • Privacy Policy
Call (08) 8331 8688
Our Semaphore Park Location

2a Dunstone Road
Semaphore Park, SA 5019

Our Adelaide Location
15 Ruthven Avenue,
Adelaide, SA, 5000
Our Port Lincoln Location
10 Washington Street,
Port Lincoln, SA, 5606
Facebook-f

Nathan Baker and Gavin Branford are Authorised Representatives of RI Advice Group Pty Ltd (RI Advice Group) ABN 23 001 774 125, AFSL 238429. Nathan Baker is proprietor of BAM Financial Planning which is a Corporate Authorised Representative of RI Advice Group.

Our Client Testimonials

These clients have agreed to share their story. Everyone’s situation is different, so their choices and outcomes will be different to yours. Consider your circumstances before deciding what’s right for you.

Wordpress website by Advant