What is your aged care funding strategy?
When it comes to planning for retirement few of us think beyond the opportunity to travel and do all those things we’ve been putting off until we have more time
January 30, 2018
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Is your will still relevant?
Many of our best laid plans rarely follow through exactly as we might have hoped. However, it’s another story when it comes to planning for what happens after we’ve left
January 19, 2018
New year, new you (for more than a month…)
Did you have New Year’s resolutions last year? Can you even remember what they were? If the answers to those two questions were ‘yes’ and ‘no’, there’s a chance it’s
January 14, 2018
New Year Financial Checklist
As we move towards the end of yet another year and ponder how fast the last 12 months have come and gone, many of us find ourselves thinking about the
December 23, 2017
“Tap and go” and then what?
Talk about hammering the plastic. In May 2017 Australia’s 16.7 million credit card accounts were used to make 239 million transactions with a total value of $29.2 billion. We are
December 8, 2017
Holidays without financial baggage
We all need something to look forward to and for many members of Generation X the lure of discount airfares and package deals are irresistible; with luxury holidays high on
December 1, 2017
How much money do you throw away?
While the move is on to become a cashless society, notes and coins are likely to be with us for some time yet. ‘Touch and go’ payments may be increasing,
November 26, 2017
Start planning early to get what you want!
Australians are living longer. According to the World Health Organization, we enjoy the fourth best life expectancy in the world behind Japan, Switzerland and Singapore. Great news for Millennials! Your
November 17, 2017
November 10, 2017
The art of downsizing
The kids have finally left home and now you’re rattling around in a house way bigger than you need. If it’s time to think about downsizing, there’s more to it
October 19, 2017
Rethinking your retirement needs
If you are planning how much you need to save for retirement, don’t forget to include the costs of aged care. This is not just the cost of residential care,
October 12, 2017
October 12, 2017