Why does insurance matter?

The unexpected events of the past few years, have made financial protection a front of mind matter for most Australians. Now more than ever we appreciate that life does not always go the way we plan. Having a plan in place if things do take an unexpected turn can mean that our health, lifestyle and…

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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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Health and wealth go hand-in-hand

Australians trust their doctors with intimate details of their physical and mental health and now wealth experts are urging a similar stance towards financial advisers. Leading Advice managing director Katrina Haskew believes incorporating mental, physical and lifestyle factors is integral to a successful financial strategy. “New clients often think we’re only there to discuss how…

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Why general advice, is no advice at all

By Dante De Gori, CEO, Financial Planning Association of Australia.   Trusted and transparent financial advice is the right of every Australian. And whilst it is extremely important that more Australians seek advice, it’s just as important they know what they’re getting. There is significant confusion among consumers, and within industry, media and Government about…

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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…

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