Resources

3 Ways To Enjoy Your Retirement [VIDEO]

3 Ways To Enjoy Your Retirement [VIDEO]

When I talk to the happiest retirees, I know their retirement joy is rarely about money.  On the other hand, when I talk to retired people who are not enjoying retirement, financial stress is often a major culprit. Money may not guarantee retirement happiness - but...

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3 Top Tips for Christmas Budgeting

3 Top Tips for Christmas Budgeting

There are less than 7 weeks until Christmas, which means families across Australia will soon be putting up decorations, hitting the shops for gifts and filling the cupboards with festive treats – some will have started already! It can be hard to manage and keep track...

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Maximise Your Super For Retirement [VIDEO]

Maximise Your Super For Retirement [VIDEO]

With life expectancy climbing it’s never been more important to make sure your super is in good shape.  Younger people need to keep in mind that the current Age Pension and associated concessions will likely look very different by the time they reach retirement age....

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3 Reasons That Stop Parents Talking About Money

3 Reasons That Stop Parents Talking About Money

Money talk is one of the few topics parents avoid discussing with their children.  Having a money talk with your children is one of the most important things you can do as a parent.  The money talk is never easy, which means it is better to have it over time. I was...

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Slow Investment Returns Likely Over Next Five Years

Slow Investment Returns Likely Over Next Five Years

In this article by Shane Oliver, he suggests that given the low interest rate environment, returns are likely to also be low over the medium term (5 to 10 years).  He provides some framework for estimating returns and suggests a projected 6.2% return per annum for a...

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3 Tips For Parents of the Invisible Money Generation

3 Tips For Parents of the Invisible Money Generation

As a parent I am familiar with the challenges around getting children to understand what money is.  It is even more difficult as we become a cashless society.  It is so easy to tap the plastic (or your phone with a virtual wallet) and not even know how much you paid....

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Nine keys to successful investing

Nine keys to successful investing

Key points Investing during times of uncertainty can be nerve wracking, but even in good times it can be problematic. For this reason, it’s useful for investors to keep a key set of things – call them rules – in mind. The key rules I think are to: make the most of the...

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Trumponomics and investment markets

Trumponomics and investment markets

Key points So far President Trump has been positive for share markets but this year the focus is increasingly shifting to populist policies with greater risk for investors. The key risks to keep an eye on in this regard relate to trade conflict and the expanding US...

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CASE STUDY: A Plan For The Future [VIDEO]

CASE STUDY: A Plan For The Future [VIDEO]

I recently worked with a couple who worked in the professional services field that came to me as they felt overwhelmed.  They worked extremely hard but felt like they were going nowhere financially.  They felt that they did not have a plan in place for the future....

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3 Steps To Managing Study And Life At The Same Time

3 Steps To Managing Study And Life At The Same Time

Life is busy!  I know being self-employed makes life more challenging for me to find the balance with family, fitness and health.  But what happens to the life balance when you decide to study and further your career? I decided to study and complete my Certified...

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3 Tips to Develop a Plan For Retirement

3 Tips to Develop a Plan For Retirement

I was speaking with a client recently about what was required of him to be able to retire and continue living the lifestyle he was accustomed to. With the cost of living increasing, it has never been more important to make the most of your finances during your years...

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This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person.  You need to consider your financial situation and needs before making any decisions based on this information.