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Financial Planning

Time for an annual tune-up?

Time for an annual tune-up?

Published: July 2, 2019
We don’t think twice about taking our car in for a regular tune up. Why? Because we know it’s going to mean our car runs at its best and saves unexpected problems down the track. It...
Jump and celebrate !! We have been able to negotiate further savings for you

Jump and celebrate !! We have been able to negotiate further savings for you

Published: June 24, 2019
The end of financial year is fast approaching and we wanted to share some good news in regards to fee reductions we have negotiated for you. You may remember we have talked about the...

Dollar Cost Averaging

Published: June 10, 2019
Dollar cost averaging is an alternative strategy to investing a lump sum. Using this approach you invest a set amount at regular intervals over time. This method of investing can be a...
Artificial intelligence – the future of finance

Artificial intelligence – the future of finance

Published: May 7, 2019
We often like to think of artificial intelligence as some fantasy of the distant future, the stuff of sci-fi movies. But the reality is, it’s already here. From flight comparison websites...
How to spot a scam

How to spot a scam

Published: May 7, 2019
Con artists make entertaining subjects for Hollywood scriptwriters (think The Wolf of Wall Street, Ocean’s Eleven and Catch Me If You Can), but there’s nothing enjoyable about being...
Making the most of a windfall

Making the most of a windfall

Published: March 5, 2019
Who among us hasn’t daydreamed about receiving a windfall? In reality, people receive large sums of money in the form of inheritances, redundancy payouts and lottery wins all the time....
Don’t short change your medium term goals

Don’t short change your medium term goals

Published: February 13, 2019
When it comes to setting financial priorities, medium-term goals often suffer from middle child syndrome, not taken as seriously as the oldest or indulged as much as the youngest.  The...
Financial Rules to live by in 2019

Financial Rules to live by in 2019

Published: January 15, 2019
Australia has enjoyed almost three decades of economic sunshine. But it’s worth remembering that dark clouds can appear without warning over both individuals and economies. You may...
Can you afford your dream retirement

Can you afford your dream retirement

Published: December 6, 2018
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...
Fostering financially savvy young adults

Fostering financially savvy young adults

Published: November 8, 2018
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....
How to Talk with Children about Money

How to Talk with Children about Money

Published: October 8, 2018
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

Published: October 3, 2018
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...
Is your money personality set in stone?

Is your money personality set in stone?

Published: August 16, 2018
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

Published: August 16, 2018
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...

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