Posts Tagged ‘financial planning’
Downsizer Contributions to Super
Since July 2018 thousands of people have taken advantage of the Government’s downsizer contribution scheme by selling their home and making contributions to their super. This has allowed older Australians to have more money to fund their retirement.Although this is good news for people who have benefited from this scheme, some people may have missed…
Read MoreWhy 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…
Read MoreDon’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 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 MoreThe 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…
Read MoreNew Year, New You: 3 steps to successful financial goal setting
One of the most common resolutions Australians make – outside of the gym or the kitchen – is to become smarter with their finances. But “get smarter with my finances” doesn’t exactly fit the all-important “SMART” criteria for goal setting: Specific, Measurable, Achievable, Relevant, and Timely. Improving your finances can mean a million different things…
Read MoreHoliday 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…
Read MoreHealth 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…
Read MoreWhy 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…
Read MoreSpring has sprung! 3 easy steps to spring clean your finances.
Spring has sprung, and with the change in seasons comes a great excuse to get into the spring cleaning. This could be literal, like cleaning and organizing our living and work spaces. Studies have linked home environments that are chaotic or messy and higher levels of the stress hormone cortisol. So, physical spring cleaning could…
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