March 25, 2025

Retiring with debt? Experts explain downsizing, using super for your mortgage, and pension eligibility

About 36% of homeowners still have a mortgage when they retire, up from 23% a decade ago. This increase in mortgage debt is due to

25th March 2025

Selling your investment property? Watch out for tax

If you are considering disposing of a property, it’s important to understand the implications so that there are no surprises when your tax bill arrives.

25th March 2025

Crypto assets

Crypto-assets (crypto) include assets described as coins, tokens or sometimes cryptocurrencies. They digitally represent your ownership of a valuable thing or rights to something. They

25th March 2025

Get in Touch

Call 03 5975 6855

Our Location

7/3 Torca Terrace, Mornington, VIC 3931

Operating Hours

Mon - Fri: 9am - 5pm
Sat - Sun: Closed

Peninsula Wealth Management Pty Ltd, ABN 86 656 003 762 trading as Peninsula Wealth Management is an Authorised Representative of Peninsula Wealth & Financial Services Pty Ltd
ABN 97 656 003 806, AFSL 537043.

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