The benefits of staying invested
Most investors will be familiar with the concept that it is “time in the market, not timing the market” that generates solid longterm returns. But many investors find it hard
November 23, 2018
Financial Literacy
Does the value of the Aussie dollar affect you?
You might think that only importers and exporters pay attention to the value of the Aussie dollar, but movements in the exchange rate affect us all. After peaking at US$0.81
November 12, 2018
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
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
Is a DIY Will kit enough?
More than 45% of Australians don’t have a valid Will. If you die without one, your hard-earned wealth (your estate) will be distributed according to the rules of intestacy
August 9, 2018
A different way to help the grandkids
Many grandparents want to give their grandchildren a head start in life, and a common way to do so is to help by paying some (or all) of their school
August 2, 2018
Unlocking the mysteries of your super statement
Superannuation statements. Boring, right? But if, like many people, you toss your annual super statement in a drawer or hit delete, you could be depriving yourself of many thousands
July 19, 2018