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2018

Avoiding the holiday debt hangover

Avoiding the holiday debt hangover

We’re coming up to the festive season and for all its fun and frivolity, it’s also a time when we loosen the purse strings to accommodate the excess.  We all know there’s...
Can you afford your dream retirement

Can you afford your dream retirement

Planning your dream retirement can be an exciting time. The chance to travel overseas or around Australia without having to rush back to work, time to pursue new hobbies, learn a language...
Protecting your family

Protecting your family

The holidays are traditionally a time to relax and reflect on the importance of family. They are also an opportune moment to think about how you can care for and protect your family all...
Benefits of a super long engagement

Benefits of a super long engagement

Superannuation is a long-term financial relationship. It begins with our first job, grows during our working life and hopefully supports us through our old age....
Fostering financially savvy young adults

Fostering financially savvy young adults

From student debt to new technology and landing that first job, today’s young Australians are transitioning into adulthood in a world very different from the one their parents entered....
Is food delivery eating into your budget?

Is food delivery eating into your budget?

The Australian food delivery industry is booming, with the ABS reporting an 18% increase in take-away spending over just three years, and delivery apps such as Uber Eats and Deliveroo...
AFA Adviser of the Year 2018

AFA Adviser of the Year 2018

We are excited to announce that Hugh Robertson has won the AFA Adviser of the Year Award at the 2018 AFA National Advisers Conference. Being among the top three national grand finalists in...
Housing prices off the boil

Housing prices off the boil

The Australian housing market appears to have reached a turning point, with prices falling 2.2 per cent since peaking in September 2017. This is welcome news for first home buyers; not so...
Getting into the great outdoors

Getting into the great outdoors

Despite our intrepid image, Australia is an incredibly urbanised country by world standards, with almost 90% of our population living in or around cities.i The impact of this cosmopolitan...
Planning for the future of a special needs child

Planning for the future of a special needs child

While estate planning is essential for any parent, it takes on additional significance for the parents of a child with special needs. One of your biggest concerns is probably planning for...
How to Talk with Children about Money

How to Talk with Children about Money

One of the big issues we speak with clients about is their children relationship with money. The Financial Planning Association of Australia (FPA) this year for Financial Planning week...
10 Years Ago – The Global Financial Crisis

10 Years Ago – The Global Financial Crisis

Thinking about the Global Financial Crisis (GFC) still puts shivers down my spine and it not something I will ever forget. We have learned the lessons of the GFC in how we approach...
Lessons from the ‘rich list’

Lessons from the ‘rich list’

Most people who are intent on building their personal and business finances know there is no quick road to wealth. While some people dream about their lucky numbers finally being called,...
Young invincibles – the importance of insurance

Young invincibles – the importance of insurance

When you are young, healthy and just starting your working life the last thing on your mind is life insurance. In your 20s and 30s your financial focus is more likely to be on saving for a...
Plugging in to technology stocks

Plugging in to technology stocks

On August 2, Apple became the world’s first company to reach US$1 trillion in market value. It took 42 years to get there from humble beginnings in an LA garage, but a handful of younger...
Is your money personality set in stone?

Is your money personality set in stone?

Our upbringings hugely influence the attitudes we have towards money. Did you observe your parents working hard to put food on the table? Was money a cause of conflict in your household?...
FIRED up for financial independence

FIRED up for financial independence

Millennials are often accused of living for the present and wasting their money on smashed avocado. So it may come as a surprise that younger Australians are at the vanguard of a growing...
Making the most of a falling Aussie dollar

Making the most of a falling Aussie dollar

One of the major themes for local investors in 2018 is the fall in the Australian dollar, and it’s not just Aussie travellers heading overseas who are affected. Currency movements can...
Have oil prices peaked?

Have oil prices peaked?

Australian motorists are not the only ones hoping that global oil prices have peaked after reaching four-year highs in 2018. Not only do high oil prices flow through to the price of petrol...
A little adrenaline can be a good thing

A little adrenaline can be a good thing

We all know what it feels like to be stressed. For most of us, it is a hallmark of our daily lives. While the word has very negative connotations, stress can actually drive us forward. That...
Super and inheritance: making your wishes known

Super and inheritance: making your wishes known

People often think their superannuation will be treated as part of their estate when they die and distributed according to their Will, but that’s not the case. Unless you have nominated...
Data security – protecting your business

Data security – protecting your business

The recent Facebook scandal demonstrates how serious data security breaches can be, but they aren’t limited to large organisations. Is your business data secure?...
Budget changes support a brighter retirement

Budget changes support a brighter retirement

With tax cuts grabbing most of the attention in the May 2018 Budget, some quiet tweaks to superannuation and retirement income were drowned out in all the noise. But these small changes...

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