Resources

3 Ways To Enjoy Your Retirement

3 Ways To Enjoy Your Retirement

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

Maximise Your Super For Retirement

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

CASE STUDY: A Plan For The Future

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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3 Ways To Do The Ekka On A Budget

3 Ways To Do The Ekka On A Budget

My wife and I were talking last week about our memories of the Ekka and how quickly it has come around again.  We both grew up in NSW, so only have recent memories of the Ekka.  The Ekka is one of the great family events of the year.  What makes the Ekka such a...

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3 Questions To Consider When Faced With Redundancy

3 Questions To Consider When Faced With Redundancy

One of the key realisations that many people will face during their working lives is that nothing is permanent.   It’s highly likely that either yourself or someone close to you will face redundancy in the future.  This is due to the changing nature of work and the...

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When to charge your kids board

When to charge your kids board

I recently came across a news story about a hapless New York couple, who have taken their 30-year old son to court in a last ditch effort to get him to move out of home. My first thought was “only in America”. But here in Australia, high rents and low housing...

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Watch out for tax scams

Watch out for tax scams

The end of the financial year will likely bring the usual wave of scams. Here’s what to watch for. The Federal Budget is behind us, and amid the celebrations over tax cuts (around $500 annually for low to middle income earners), now is the time to be mindful of...

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Get your new financial year game on

Get your new financial year game on

A new financial year is always a good time to review your finances and make sure they are in good shape. You’ll be starting this coming financial year wearing a confident grin with this list of eight things to do now to get new financial year ready. 1. Check in...

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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.