Financial Planning
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…
Read MoreSmart 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…
Read MoreSmart 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…
Read MoreWhat is adviser-led super?
Don’t ask for a divorce until you’ve done these five things
If reality TV is anything to go by, it would seem we are obsessed with the idea of relationships and marriage. Married at First Sight, The Bachelor and Bachelorette, Say Yes to the Dress, Australia’s Cheapest Weddings, Bridezillas, Farmer Wants a Wife… The list goes on. And let’s not even get started on the number…
Read MoreIts 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…
Read MoreFinancial 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…
Read More5 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…
Read MoreWhy 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…
Read MoreProtect yourself: financial tips for the many stages of being a Mum
It can feel like the list of things to worry about as a parent is endless. So why add financial pressures to the mix? Supporting a new addition to the family can be a daunting prospect, even for financially healthy families. This is often exacerbated for women, as the person most likely on average to interrupt…
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