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Financial Planning

Starting Again Financially

For many women (or men), starting again after being left widowed or divorced can be difficult and overwhelming. Consider how good financial advice can make a real difference. Finding yourself alone after many years of living in a partnership can be difficult. Not only are you adjusting to emotional strains, but you may need to…

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Successful Investor Secrets

The investment world can change dramatically from one month to the next. But these secrets of successful investors never go out of style. Successful investing can be one of your biggest allies in the quest for long-term financial security. Unfortunately, unsuccessful investing can leave you wishing you’d kept your money in the bank. So what…

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What the election outcome means for you?

The federal election is done and dusted, and the Coalition Government has been given another three years in power. How will this outcome affect Australians’ finances? What will change – and what won’t – when it comes to policies affecting people’s money? Can we expect any surprises? The Coalition Government staying in power will largely…

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Prune, adapt and budget: Managing the rising cost of living

If you’re organised with your finances, the high cost of living doesn’t have to mean diminished savings. The increasing cost of goods and services – from food and housing to transport and utilities – is a reality most Australians have to face every day. Data from the Australian Bureau of Statistics (ABS) shows that living…

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Tax tips and tax return checklist

To help you complete your tax return, this checklist outlines income and expenses you need to disclose to the Australian Taxation Office (ATO) when lodging your return. We’ve also provided an overview of the types of tax off sets and deductions you may be entitled to claim plus other handy tax tips and fact sheets.…

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Federal Budget

How will the Federal Budget affect you? This year’s Federal Budget is an ‘election budget’ with future tax cuts for all Australians, especially low and middle income earners. Overall, there were minimal changes to super proposed in the Budget, with minor changes to super contributions for older Australians. We’ve summarised some of the key points…

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Cashflow: Keeping top tips top of mind

We all like a good cost saving tip, even if it is something we already know, it never hurts to revisit some top tips and take a look at our current situation to see if there are savings to be made. Any little savings we make throughout the year can be diverted to a bigger…

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Prune, adapt and budget: Managing the rising cost of living

If you’re organised with your finances, the high cost of living doesn’t have to mean diminished savings. The increasing cost of goods and services – from food and housing to transport and utilities – is a reality most Australians have to face every day. Data from the Australian Bureau of Statistics (ABS) shows that living…

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Smart ways to financially get ahead in your 40’s

In your 40’s and still not financially secure? Don’t fret. You can still catch up. Being in your 40’s often involves balancing different priorities. For example, you may need to care for your ageing parents, grow your career or business, and if you’re a parent, support your children. With all these responsibilities, it’s easy to…

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Smart ways to handle finances in a relationship

Staying on top of finances can help couples achieve their shared goals. Whether they’re saving for a house or a holiday or seeking to grow or preserve their family wealth, setting up and sticking to a budget can help couples attain their common goals. By handling money well, they can avoid disagreements that could put…

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