Posts Tagged ‘financial planning’
Unlocking the Power of Strategic Investing: A Beginner’s Guide to Building a Solid Financial Future
Discover the essentials of strategic investing with this beginner’s guide. Learn how to make smart investment decisions, build long-term wealth, and create a solid financial future with confidence.
Read MoreThe Silver Rule of Investing
The Silver Rule of Investing helps you avoid unnecessary risks and protect your capital for long-term success.
Read MoreDownsizer 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? Understanding Why Insurance Is Needed
Understand why insurance is needed and how personal insurance protects your income, family and financial future from unexpected life events.
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…
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