Posts by Katrina Haskew
Will you be able to live the retirement lifestyle you want to?
Australians, on average, are living longer than ever, thanks to better health and medical advances. That means the longer you live, the more money you will need for your retirement. Whatever your plans, it’s vital you have a strategy in place so that you can build your retirement savings as much as you can before…
Read MoreFive tips for looking after your household’s finances
Take the pain out of managing your family’s finances with some simple tips every family can use. Taking care of household finances can be time consuming and boring – and often people don’t know where to start. Your local library may have some good resources if you want to do your own research, but these…
Read MoreThe True Value of Advice – Confidence delivered!
Teaching your kids healthy money habits
With a few simple changes, you could set a good example for your children. Research shows that parents’ actions affect their children’s behaviour and the effects can last into adulthood.[1] This puts the onus on parents to ensure kids have the skills to make smart financial decisions – from learning about the importance of saving…
Read MoreIs Super worth the hype?
As Financial Advisers we talk about superannuation a lot. So much so that it probably becomes a fuzzy word people don’t even hear any more. And the younger you are, the less interested you probably are. But superannuation is super important. It is likely to be the biggest investment you will have in your lifetime,…
Read More11 tax facts about superannuation
Compared to other investment structures, super is widely considered to be one of the most tax-effective investment structures available from a wealth accumulation and cash flow generation perspective. Although not a comprehensive list, below are 11 of the top tax facts about super. Please note: Each tax fact isn’t covered in detail (only a brief snapshot…
Read MoreMarket Wrap
Stocks continue to ignore bonds Global shares rose 1.8% and 4% in hedged and unhedged terms, respectively. Growth stocks outperforming following strong earnings results by tech companies such as Alphabet (owner of the Google search engine). Australian shares underperformed global shares, rising 1.1% in July. The leading sectors were materials (up 7.1%) buoyed by higher…
Read MoreWhat financial mistakes have you made? Could they have been avoided?
Have you made a big financial mistake in the past? One that cost you a lot of time and money to fix? One that caused you a big headache? Financial stress can be a major trigger for a lot of people, it is a big burden to carry around, but not one you need to…
Read MoreMarket Wrap
Vaccination rollouts en masse Global shares fell 0.8% and 0.4% in hedged and unhedged terms, respectively. Global equities were influenced in part by volatility in US markets. Sizeable retail-initiated positioning in certain small stocks triggered de-leveraging (selling positions) by investors and contributed to broader market weakness. In addition, concerns additional stimulus would not be forthcoming…
Read MoreStaying cyber safe this year
With the increased activity online – be it due to working from home, home schooling, or simply because we have found a great availability of engaging and interesting content and streaming services, we are online a lot more and need to consider if we are adhering to safe cyber practices at home. This means having…
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