Funding a Fulfilling Future
The title for the oldest Australian rests with Christina Cock who was 114 years, 148 days old when she died in 2002. While there aren’t many people who could claim
February 17, 2017
Investing
Working With The New Super Rules
As a large majority of working and retired Australians already know, in late 2016 a raft of changes to the superannuation rules was legislated. Most come into effect from 1
February 10, 2017
To Stay on Track, it Pays to Look Back
Financial planning is, by its nature, forward-looking. What counts is where you are now and what you do in the coming months and years. That said; there’s good reason to
December 21, 2016
What’s Really Happening with Property?
There’s little doubt that property is an attractive investment option for many, but with the media reporting conflicting news about the Australian property sector, it’s difficult to understand what’s really
December 13, 2016
Common Mistakes Investors Make
This is a good summary of common mistakes with many investors make. Thanks to Shane Oliver at AMP Capital for this article. Key points Many of the mistakes investors make are
December 2, 2016
What Drives the Value of our Dollar?
Importers and exporters may pay the closest attention to the value of the Aussie dollar, but movements in the exchange rate affect us all. A rising dollar makes it less
November 28, 2016
The Inflation Effect on Retirement
Without the benefit of a crystal ball, it’s impossible to determine exactly how much one person will need to meet their individual retirement needs. We often hear that we’re living
November 19, 2016
Why Does the Balance of My Super Fund Go Up and down?
If you pay close attention to the value of your superannuation fund, and if, like most people, your money is spread across the main investment classes, you would have noticed
September 26, 2016
Preparing for Tomorrow
Following on from last weeks article on aged care. Imagine you were no longer able to look after your financial affairs, or, less dramatically, simply found it an increasing burden
July 15, 2016
You CAN Save One Million Dollars!
One of the most common questions we are asked as a financial advisers is “will I have enough to retire?” It truly is the sixty-four thousand dollar question and if
June 26, 2016
A Tale of Two Retirements – Which Would You Choose?
Sam and Sally Smith have worked hard all their lives, paid their taxes and, now they have retired, they feel they are entitled to a full age pension. Jan and
June 19, 2016
Priority1 Budget Review – What it Means For You
On 3 May 2016, the Turnbull Government delivered its first Federal Budget. Here’s a brief roundup of what the proposals could mean for you—whether you’re starting out in your career,
May 4, 2016