Give your finances an autumn shake-out

March 2, 2021
Like trees losing their leaves in autumn, why not take a leaf out of their book and choose this time of year to shed some of your own financial baggage. In the style of Marie Kondo, the Japanese organising whizz who has inspired millions to clean out their cupboards, decluttering your finances can bring many…

The Rich Life Vol 42

February 6, 2021
It’s February already, crazy how time flies. The kids are back at school and Australia is getting back to business. It’s still not business as usual, but with the vaccine rollout about to begin, there is a growing sense of optimism. There was a sense of relief on the global economic front in January as…

Is an SMSF right for you

February 4, 2021
As anyone who has joined the weekend crowd at Bunnings knows, Australians love DIY. And that same can-do spirit helps explain why 1.1 million Aussies choose to take control of their retirement savings with a self-managed superannuation fund (SMSF). As well as control, investment choice is a key reason for having an SMSF. As an…

Mind the insurance gap

February 4, 2021
At a time when many people have been focused on their family’s health and livelihood, having adequate life insurance has never been more important. Yet the gap between what we need and what we have, has been growing. Life insurance is all about ensuring your family can maintain their lifestyle if you were to die…
Lessons from 2020 to secure a bright future

Lessons from 2020 to secure a bright future

January 11, 2021
It was a year most of us would like to forget. And yet, some of the toughest lessons of 2020 had a silver lining. We weathered bushfires, floods, a pandemic that’s not over yet and a recession that is. Through it all, we emerged a stronger community. Many of us also learned some useful financial…
Gold Coast Leading Financial Adviser

February 2020

February 7, 2020
It’s February and the summer holidays are over for most Australians, but the bushfires and…
Financial rules to live by in 2019

Financial Rules to live by in 2019

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 have little control over being caught up in a round of redundancies or experiencing the fallout of an international trade war. But you can choose to manage your…
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Ready…set… Are you good to go for the new financial year?

June 6, 2018
The end of the financial year is the cue for most of us to look at our financial position heading into tax time. Hopefully you’ve made progress towards your goals. But if you find that your expenses are trending higher than you’d like or—shock, horror!—higher than your income, this could be the perfect time for…
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Life insurance: inside or outside of super?

September 6, 2017
If you have super, chances are you’ll have some default insurance included and the option to buy more at an attractive price. It’s a cost effective way to get a basic level of cover, but holding insurance inside super does have some downsides.

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