Helping the kids without derailing your retirement plans

November 14, 2024
As parents, the instinct to support our children never truly fades, even when they become adults but when you are looking at giving them a financial helping hand there is a bit to consider. It’s important to ensure any support you provide is not at the expense of your financial future. It can also be…

Clean out the cobwebs and freshen up your professional and personal life

September 2, 2024
As the seasons change and the air fills with the promise of renewal, it’s the perfect time to have a clean out—not just for your physical space, but for your life and career as well. Spring cleaning isn’t just about dusting shelves and organising files; it’s about refreshing your mindset, optimising your processes, and ensuring…

Holidaying off the tourist trail

September 2, 2024
When we dream of an overseas holiday, our minds often drift to iconic landmarks, bustling cities, and well-trodden tourist paths. While these destinations have their allure, travel to popular destinations is booming and comes with challenges so there are advantages to venturing off the beaten track and seeking out the hidden gems. Travel is booming…

When passion is the purpose of investing

August 1, 2024
Investing is often considered best undertaken with a cool head and heart. But for some investors, passion is the whole purpose of the investment. Passion investing is what it sounds like – investing in things you love, non-traditional assets that generally allow you to enjoy ownership while hopefully watching them appreciate in value at the…

Ready, Set, Goals – Is it time for a mid-year check-in?

July 1, 2024
Making time throughout the year to review and reassess the goals you set at the beginning of the year is just as important as setting the goals themselves. Now is the perfect time to reflect on what you’ve achieved to date and determine whether you’re still on track to achieving some or all of them…

Enjoy the now and secure your future

June 3, 2024
Managing your financial situation always involves tension between how you live your life now and preparing for your future – whatever that looks like. The worry about not getting the balance right and making unnecessary sacrifices now – or not having enough money for the things you want to do in the future is a…

Caught in the middle: help for the sandwich generation

May 1, 2024
If you are feeling a bit like the meat in the sandwich you are not alone. The ‘sandwich generation’ is a growing social phenomenon that impacts people from all walks of life, describing those at a stage of their lives where they are caring for their offspring as well as their elderly parents. The phenomenon…

What’s all the noise about loud budgeting?

May 1, 2024
Loud budgeting is a trend that may have started as a joke but is being embraced by those who want to share their financial goals and priorities and in doing so, also improve their chances of achieving them. It was comedian and writer Lukas Battle who brought the term “loud budgeting” to the world in…

Dive into deep focus to unlock your true potential

April 2, 2024
Phone buzzing, emails constantly popping up, ongoing chats with colleagues, responding to meeting invites and all the while trying to work on that report. Sound familiar? While we’ve all become reasonably proficient at multitasking in this digital age, numerous commentators are pointing to the toll the constant distractions are having on our productivity and the…

Evidence-based ways to hold back the hands of time

March 1, 2024
You can’t stop the clock, so the saying goes, but humanity has spent a long time trying to slow down or even reverse the effects of aging. Even today it can be hard to distinguish those measures that work from those that may not work and avoid those that may be downright dangerous! Fortunately, science-based…

Tax changes – what it will mean to me

February 9, 2024
Prime Minister Anthony Albanese has announced proposed changes to address ongoing cost of living pressures with all 13.6 million Australian taxpayers receiving a tax cut from 1 July 2024, compared to the tax they paid in 2023-24.i Now is the time to assess what it means to your hip pocket and what implications it may…
Gold Coast Financial Planning

The Rich Life Vol 77

January 12, 2024
There is a lot to look forward to in 2024 and we would like to wish you good health, happiness and prosperity for the year ahead. There were some welcome positives to be found in 2023. The year ended on a good note for property investors in Perth, Adelaide and Brisbane where house prices rose…
Gold Coast Financial Planners

Out with the old in 2024

January 12, 2024
A New Year is a chance to start afresh and move into the year ahead with confidence and optimism that it’s going to be a great one! Part of setting yourself up for a wonderful year can sometimes be letting go things in your life that are not so beneficial for you and may be…

Gifting from the heart

December 8, 2023
“Everyone can experience the joy and blessing of generosity; because everyone has something to give.”– Jan Grace For many of us the festive season is a joyous time of hanging up decorations, wrapping presents and spending time with loved ones. For others it can be one of the hardest times of the year. So, amongst…

Powering down for a relaxing holiday

December 8, 2023
It’s nice to enjoy a break over the summer months. In fact, it’s an Aussie tradition – that mass exodus after Boxing Day that sees us head off for some well-earned rest and relaxation. However, it can be hard to unwind when we have a device in our pocket buzzing away every couple of minutes….

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