What is your aged care funding strategy?
When it comes to planning for retirement few of us think beyond the opportunity to travel and do all those things we’ve been putting off until we have more time
January 30, 2018
Financial Coaching
New year, new you (for more than a month…)
Did you have New Year’s resolutions last year? Can you even remember what they were? If the answers to those two questions were ‘yes’ and ‘no’, there’s a chance it’s
January 14, 2018
“Tap and go” and then what?
Talk about hammering the plastic. In May 2017 Australia’s 16.7 million credit card accounts were used to make 239 million transactions with a total value of $29.2 billion. We are
December 8, 2017
How much money do you throw away?
While the move is on to become a cashless society, notes and coins are likely to be with us for some time yet. ‘Touch and go’ payments may be increasing,
November 26, 2017
November 10, 2017
The art of downsizing
The kids have finally left home and now you’re rattling around in a house way bigger than you need. If it’s time to think about downsizing, there’s more to it
October 19, 2017
October 12, 2017
Does money bring happiness?
The short answer is ‘yes’, but only up to a point. People in richer countries are, collectively, happier than people in poor countries. Within countries, people with higher incomes are
October 4, 2017
Financial Basics Foundation – financial literacy for our children
Financial literacy is a fundamental life tool. Teaching our kids about financial management from a young age should be a high priority as this is now recognised as an important
September 24, 2017
How will an inheritance affect your children?
Australia has emerged from a mix of wonderful cultures, many of which came to our country in search of a new life in a new country with great promise. The
September 8, 2017
Salary sacrifice vs personal contributions to superannuation
Amongst the changes made to superannuation effective 1 July 2017 was the welcome and sensible move to give everyone who makes a personal contribution to super the option of claiming
August 11, 2017
Planning ahead for the “Sandwich Generation”
Are you taking care of elderly parents? Do you still have adult children living at home? Do the words ‘meat’ and ‘sandwich’ strike any chords with you? You could be
July 12, 2017