Posts by Katrina Haskew
5 ways to build resilience
Struggling with setbacks? Learn 5 effective ways to boost resilience and thrive through tough times. Read the full article today!
Read MoreWhy tax should be on your mind – all year long!
Written by Jason Robinson, Director at RBK Advisory. Tax planning are two words that get no one excited. But do you know what’s even less exciting? A big tax bill. Four words dreaded by every single business owner, family and individual. It’s time to change that deal-with-it-last-minute mindset, and begin to think of tax planning…
Read MoreTen things you're doing wrong at tax time
Let’s admit it. Putting together a tax return isn’t exactly something most people relish. But completed correctly, it can be one of the largest lump sum payments some of us receive each year. So, it definitely pays to get it right! Unfortunately, though, not all of the 8.5 million or so Australians who submit a…
Read MoreSix Tips for Finding the Right Financial Planner
Professional financial advice can significantly improve your financial wellbeing. Finding the right financial planner however is no easy task, so it’s important you know what to look for. Here are six tips to help you in your search: A license to provide financial advice Always look for a financial planner who works for a firm…
Read MoreThree Times You Need to Be More Than a Financial Planner
As a trusted financial planner, it’s not always just about the money for your clients. Sometimes you may be dealing with simple, arms-length requirements, such as growing an SMSF to a certain amount, or building an investment portfolio that achieves a certain return. Oftentimes, however, you will be helping clients navigate the most sensitive and…
Read More2017 Budget Summary
The announcements in this update are proposals unless stated otherwise. These proposals need to successfully pass through Parliament before becoming law and may be subject to change during this process. Budget projected to return to balance in 2020–21 and remain in surplus over the medium term Growing consensus that the global economic outlook is improving…
Read MoreClient News: Art2Healing in Nepal
Our clients are pretty amazing, so it’s unsurprisingly that they get up to some pretty amazing things. This month we wanted to share the work of our client, Helen. In a few months’ time, Helen will be travelling to Nepal for some weeks with a non-for-profit, creative arts therapy organisation that is dedicated to assisting and empowering…
Read MoreControl, Alt, Delete: Reset your approach to money in 2017
We are officially a quarter of the way into the new year. So how are those new year’s resolutions tracking? If you resolved to eat healthier, sleep more, or actually attend that pump class that’s been in the diary since forever – you should hopefully be brimming full of energy by this point. If you…
Read MoreWellbeing Trumps Wealth
It is so easy to get swept into the cycle of thinking that having more money leads to a happier, more fulfilling life. But wealth isn’t a golden ticket to happiness, and a good financial plan will find the balance between wealth and well-being. Here are three outcomes from a good financial plan that…
Read MoreSafeguarding your retirement plan
From wills to long-term budgeting, there’s a lot to think about when making your retirement to-do list. Here’s some tips to make sure you’ve ticked all the boxes. 1. Check your will Without a valid will, an administrator will be appointed to manage your estate, which may cause your family plenty of problems. To save…
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