Posts Tagged ‘financial planning’
What We Learned from Visiting OpenAI, Amazon, Goldman Sachs and Other Global Industry Leaders
How global insights are helping us build a better experience for our clients at Leading Advice. At Leading Advice, we’re strong believers that great advice requires continuous learning. Recently, I had the opportunity to participate in the EmpowerHer Limitless Study Tour, visiting leading organisations across San Francisco, Silicon Valley, Seattle and New York, including OpenAI,…
Read MoreWhy Your Financial Plan Should Change as Your Life Changes
Life rarely stands still. Over the years, your priorities, responsibilities, goals and circumstances will naturally evolve. Whether you’re buying your first home, starting a family, advancing your career, preparing for retirement or navigating life after retirement, each stage brings new financial opportunities and challenges. That’s why financial planning shouldn’t be treated as a one-time exercise.…
Read MoreWhen Retirement Success Is About More Than Numbers
Recent media coverage of one of Gerard’s clients in the Australian Financial Review highlights an important lesson about retirement planning: success isn’t always determined by having the largest portfolio. For many Australians, retirement planning can become focused on a single question: “How much is enough?” While building wealth is undoubtedly important, the reality is that…
Read MoreEnd of Financial Year: Final Days Checklist and What to Do Next
With only a few days remaining until the 30th June, the focus naturally shifts from planning to action. At this stage, it’s not about exploring new strategies – it’s about ensuring that what needs to be done has actually been completed and processed in time. But while the deadline is important, it’s equally valuable to…
Read MoreThe 1 July Reset: What the New Financial Changes Mean
As the new financial year begins, the 1st July marks more than just a change in date – it represents a reset point for your financial strategy. From the 1st July, a number of changes come into effect across tax and superannuation. While none of these changes are dramatic on their own, together they reshape…
Read MoreA Year in Review: What the Past 12 Months Taught Investors
As the financial year draws to a close, it’s easy to focus on numbers – returns, balances, and contributions. But often, the most valuable insights don’t come from the numbers themselves. They come from what the past 12 months has shown us about behaviour, decisions, and how people respond to uncertainty. 1. Markets Don’t Move…
Read MoreFinancial Clarity: Understanding Your Position
One of the most common things we hear from clients is: “I just want to understand where I’m at.” Not necessarily to make immediate changes. Not to overhaul everything. Just to have clarity. And in many cases, that clarity alone creates significant value. Why Clarity Matters Without a clear understanding of your financial position, it’s…
Read MoreWhy Cash Flow Still Matters More Than You Think
When people think about financial planning, the focus often goes straight to investments, superannuation, or tax strategies. But one of the most important drivers of long-term financial outcomes is much simpler: Cash flow. How money moves in and out of your day-to-day life often has a bigger impact than any single investment decision. It’s Not…
Read MoreWhy Investment Diversification Matters: How to Build a More Resilient Portfolio
Investment diversification is one of the most important principles in building long-term wealth. Understanding why investment diversification matters can help you create a more resilient portfolio. However, it of often misunderstood of overlooked. Many investors focus on choosing the “best” investment. In reality, how your investments work together is just as important. This is where…
Read MoreInvesting During Market Volatility: What You Should (and Shouldn’t) Do
Understand investing during market volatility with practical tips to manage risk, stay invested, and make confident long-term investment decisions.
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