The first step in becoming a millionaire
– This blog was first published on The Hip Pocket – From that glorious moment you receive your first lump sum in the form of pocket money, you begin to make financial decisions. At that point, these decisions may involve choosing between saving that exciting gold coin in your piggy bank, or using it to…
Read MoreTrauma Insurance Benefits | Video Case Study
Case Study – When Personal Insurance Benefits the most This video is a small appreciation for their gratitude of the advice given to them. Tim (53) and Jenelle (53) are hardworking, everyday Australians. Tim has been running his own business for many years, while Jenelle works as a nurse. Both Tim and Jenelle understand the…
Read MoreA few things have changed in super
Many of the federal government’s superannuation reforms came into effect on 1 July. Here’s what’s new. The government says it has tried to make the superannuation system more sustainable and has introduced more flexibility to suit modern work patterns. This is what has changed. Additional 15 per cent tax for high income earners and concessional…
Read MoreGet Paid Out in a Disaster
Let’s face it. At any given time, Australia is either flooding, or on fire. Or both. Some areas can experience a drought, followed by a fire, followed by a flood. We’ve had so many cyclones by this point, we must surely be getting close to running out of names for them. So, with natural disasters…
Read MoreFind your fitness motivation
Are you finding it a little hard to find motivation to exercise during winter… or all year round? When you are feeling good about yourself through being active you will find yourself making healthier choices as well as making better decisions through all aspects of your life, whether it be family, financial, work or friends.…
Read More5 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…
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