Resources

3 things to do before end of financial year

3 things to do before end of financial year

I was speaking with a client recently at a networking event – we were catching up on how fast the last six months had gone and that it felt like just yesterday we were talking about planning for Christmas!   We started discussing everything we both had on our to-do...

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3 Ways a Financial Adviser can help you

3 Ways a Financial Adviser can help you

I was talking with a new client yesterday – he admitted to me in the start that he was hesitant to engage a Financial Adviser, because although he knew he needed some help – he really didn’t understand what to expect and how to know which areas of his finance he...

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Sport lovers enjoy better financial fitness

Sport lovers enjoy better financial fitness

If your golf clubs have been under wraps or your tennis racquet has been tucked away for some time, it could be worth dusting them off. Research by AMP found Australians who play sport regularly are 64% more likely to achieve their financial goals than those who...

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Spread your money, reduce risk

Spread your money, reduce risk

Six out of ten Australians own investments outside of the family home and super. That’s good news. The only problem is that many people are still putting all their eggs in one, or just a few, baskets. The latest investor study by the Australian Securities Exchange...

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Are you ready for the Easter spend?

Are you ready for the Easter spend?

It’s hard to believe it’s nearly Easter as it felt like we just celebrated Christmas a few weeks ago.   Easter can be a hidden trap, because how much can you actually spend on chocolate? Well from an article published in the Herald Sun – many households will have a...

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Cashflow and the importance of setting goals

Cashflow and the importance of setting goals

I was speaking with a friend of mine recently about cashflow and how important setting goals is - so you know you are on the right track. He said it was something he had thought about doing but was never really too sure where to start. No matter what your current cash...

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How to clear debt and relieve mortgage stress

How to clear debt and relieve mortgage stress

It doesn’t matter if it’s a car payment, credit card or store card – debt can cause both unnecessary stress and additional money problems.     How could your daily life change if you were able to clear some debt and relieve the stress associated with it? Would you...

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Correction time for shares?

Correction time for shares?

Key points The US share market is long overdue a decent correction. This now appears to be unfolding and may have further to go as higher inflation, a slightly more aggressive Fed and higher bond yields are factored in. This will impact most share markets including...

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3 things to do today to create wealth tomorrow

3 things to do today to create wealth tomorrow

The other day I was talking with a new client of mine. He’s a young professional, who recently started in a well-paid job and his early career is on track for growth.   He came to me for financial advice. He wanted to start off on the right track now that he is...

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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.