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...
Jan 28, 2019 | Financial Literacy, Financial Planning, Superannuation, Uncategorised
Many of us would like to think that ‘older’ means ‘wiser’, but when it comes to money that isn’t always the case. The complexity of Australia’s superannuation and pension systems doesn’t help. The upshot is that there are a number of common mistakes that retiring and...
Jan 17, 2019 | Finances, Financial Literacy, Insurance, Uncategorised
Workers Compensation will cover you for some things, but have you also considered Income Protection to ensure you are covered when you need it most? Whether you’re a white-collar worker hammering away at your keyboard from 9 to 5, or a tradie getting your hands...
