Nov 9, 2019 | Finances, Financial Literacy, Financial Planning, Interest rates, Investing, Property, Uncategorised
This article summarises the key announcements and important changes to the economy that has occurred over recent months. We touche on interest rate concerns, rising property prices and US-China trade negotiations. Interest rates The RBA followed up its June interest...
Oct 25, 2019 | Financial Literacy, Financial Planning, Insurance, Uncategorised
Everyone faces some level of financial risk but most people hope that catastrophe will strike someone else. Sadly ‘someone else’ may be you. This is why it is critical to review your insurances regularly and ensure they still meet your needs. Would you be able to cope...
Aug 22, 2019 | Financial Literacy, Financial Planning, Retirement, Uncategorised
There’s a common view that as you approach retirement you should tilt your investment portfolio towards more conservative investments. This means favouring things like term deposits, annuities and cash management trusts while reducing exposure to more volatile assets...
Aug 15, 2019 | Finances, Financial Literacy, Financial Planning, Investing, Uncategorised
Times like the present are stressful for investors. No one likes to see their wealth fall and uncertainty seems very high. We don’t have a perfect crystal ball, so from the point of sensible long-term investing the following points are worth bearing in mind. First,...
Jun 14, 2019 | Finances, Financial Literacy, Financial Planning, Investing, Loans, Superannuation, Uncategorised
Remember the last time you did a good spring clean? It probably felt good. And guess what? Getting your finances in order feels just as good, and it’s even more rewarding. The start of a new financial year is a great opportunity to clean up your act with your...
Mar 2, 2019 | Finances, Financial Literacy, Financial Planning, Uncategorised
Ever looked at a friend who has everything together and thought ‘what’s their secret?’ Here are five habits you can implement to achieve financial security. Believe it or not, being secure financially doesn’t involve magic or an outrageous...
