Why financial advice may be your best investment
It is commonly assumed that seeking financial advice is for the wealthy, and it only helps the rich become richer, yet financial advice can prove useful to anyone who wishes to better their financial future.
Financial advice is like getting a health check-up for your financial situation. Your financial adviser is like your personal trainer, assisting you in achieving your best possible financial health.
Five financial tips to start the new year fresh
As we are heading at full speed towards the silly season (and the opportunity to overspend will no doubt present itself) here are our five tips for getting, and keeping, control of your finances.
If I was 25 again I would… be wary of investment fads
Today it’s crypto-currencies like Bitcoin. In 2000 it was technology shares. In 1987 it was shares in general, and way back in the seventeenth century investors were going nuts over tulip bulbs.
How to Turbo boost your Retirement Savings
In this article we take a look at the issues that impact on super balances and detail how salary sacrificing works. We go on to look at a case study to explain the tax and contribution benefits.
If I was 25 again I would… Pay more attention to my Super
I would take mental ownership of it rather than thinking it’s just something for old people to worry about.
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Three-Minute Financial Check-up
While the standard of living is constantly improving in Australia, economic disruptions, stagnant wage growth and continually increasing house prices are putting more and more people under financial stress.
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10 tips to prepare for retirement
Looking forward to an enjoyable retirement? Check out our top 10 tips to make sure you’re on track.
Tip 1: Take stock
How do you want to live in retirement? How much will it cost? Do the numbers. Now, what does your super balance look like? Do the figures meet your expectations? If not, what action do you need to take now?Read More
Superannuation FAQ’s
This article answers 5 frequently asked questions about superannuation.
If the ins and outs of superannuation leave you confused, the answers to these frequently asked questions will help you understand the basics.Read More
Don’t wait until your 60s to see a Financial Adviser
Ask most people in their 30’s who their financial planner is, and the typical response might be huh? Most younger people have the perception that financial advisers are for older people with plenty of money to invest.
Whilst it’s true that people nearing or in retirement will benefit from sound advice. so will younger people. With the benefit of having time on their side, and with some help from an adviser, a 30-something can easily create a wealth formation plan that can provide a substantial payoff in the future.
