Generational risk management
Personal risk management is a critical foundation stone of any financial plan. We also feel it can be a necessary evil where you need to ensure you are actually getting
November 1, 2018
The Latest News - Things You Need To Know
7 ways to invest in your future
One fact of life is certain, we don’t stay young forever. As we grow older, everyday tasks can become tiresome; we suffer inevitable aches and pains and often have difficulty
October 25, 2018
Money and love: how to make it work
Are you and your partner financially compatible? A marriage between a saver and a spender comes with its problems, but nothing true love can’t overcome – right? According to the
October 18, 2018
How important is money to your wellbeing?
Having more money should make us happier right? According to a number of different research reports, feeling good about life comes from a feeling of control over your finances, rather
October 12, 2018
To gift or not to gift? What about your pension?
With Australia’s age pension being subject to an assets and income test, a simple way for part-pensioners to increase their pension payments is to give away some assets. Not surprisingly
October 7, 2018
An important conversation
None of us likes to consider our own mortality. For our older loved ones, it’s an even more confronting topic and difficult to discuss. When Charles became ill, his family’s
September 27, 2018
Dementia Awareness Month
Did you know that dementia is now the second leading cause of death in Australia, and is the leading cause of death for women? Become involved in Dementia Awareness Month.
September 14, 2018
Early access to super
We all know that our superannuation is there to provide for our financial needs in retirement. That means we can’t usually access our super until we reach preservation age and
September 10, 2018
Time to review household debt
Fuelled by rising house prices and low interest rates, the level of personal debt in Australia is relatively high compared to many other countries.i The largest proportion of this debt
September 6, 2018
Reminder: Do you need to claim a personal tax deduction for superannuation contributions you made
If you have made a personal contribution in the last financial year and wish to claim it as a tax-deduction you will need to complete a valid Notice of Intent
August 31, 2018
Aged Care – What you ought to know
Most people want to remain independent throughout retirement and to stay in control of where and how they live. But your ability to do so may depend on your
August 31, 2018
How to talk money with children
Visit our eBook download page to find FPA’s Money & Life How to talk money with children for ideas and activities to help kids and teens grasp the value of money
August 24, 2018