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Financial Planning

Its not all about the money

  Money is a big part of it of course, but it’s not ALL about money. There’s so much more to it than that. Financial advice is about giving you more confidence, peace of mind and freedom. It’s about having an expert guide to help you reach your goals sooner. Financial advice is also about…

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Financial New Year’s resolutions for peace of mind

You know all those niggling anxieties about your finances that often lurk somewhere in the back of your mind? You know the ones… Do I have enough insurance cover? Is my super organised properly? Am I paying too much on the 32,496,357 bills that seem to keep flooding my inbox every month? It’s time to…

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5 tips for…Getting on top of your taxes

With the end of the Financial Year fast approaching, now is a great time to look at your taxes. Here are my top tips to help you reap the rewards now, and down the track.   1) Consider tax deductible super contributions Tax deductible super contributions could allow you to contribute up to $25,000 into…

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Why we love and loathe #Budget2018

The Federal Budget was announced last week and has, once again, divided the opinions of Australian consumers. The use of data to benefit consumers seemed high on the Treasurer’s agenda, with a number of well-received initiatives to support control and privacy. But his measures to boost consumers’ personal finances were labelled modest and unfair by…

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The future of financial advice

…no, I’m not referring to the Parliamentary Joint Committee on Corporations and Financial Services’ Inquiry into financial products and services. Though of course we welcome any reforms that improve the quality of financial advice in Australia, and enhance retail investor protection. What I’m referring to here is undoubtedly another key driver of the future of…

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Reduce your risk as a business owner

As business owners, we sure do have a lot on our plates. Balancing the day-to-day of running a business with high-level strategic and growth activities can be enough of a challenge by itself. However, things can go completely off kilter if something goes wrong, and you don’t have the proper protections in place. A dispute…

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Holiday Hacks for a Bubbly Christmas on a Beer Budget

By Katrina Haskew, CEO of Leading Advice It’s supposed to be the most wonderful time of the year. And in many ways, it really is! But the holidays can also bring out a large degree of financial stress if not managed correctly. What with the presents, party outfits, decorations, food and drink, extra socialising, and…

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5 Ways Money May be Slipping Through Your Fingers

You may think you are being meticulous with your finances. But chances are, many of us are still letting several hundred dollars slip through our fingers every year. The good news is that identifying where the money is slipping away is the first step towards stemming the tide of wasted dollars. Below are a few…

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Why it pays to ask the tricky questions

Most advisors haven’t been trained in psychology, counselling, or medicine. But in many instances, we find ourselves broaching on topics that require a little bit of knowledge in these areas. Why? Because your clients’ ability to implement your advice is strongly linked to their mental and physical health, and their life circumstances. The client going…

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