CASE STUDY: A Plan For The Future [VIDEO]

by Adam Massey | Aug 21, 2018 | Cashflow, Financial Advice, Financial Tips, Goals, Retirement | 0 comments

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....

3 Steps To Managing Study And Life At The Same Time

by Adam Massey | Aug 6, 2018 | Financial Advice, Goals, Graduate, Life balance | 2 comments

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...

3 Tips to Develop a Plan For Retirement

by Adam Massey | Jul 25, 2018 | Cashflow, Financial Advice, Financial Adviser, Financial Tips, Goals, Retirement, Superannuation | 0 comments

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...

3 Ways To Do The Ekka On A Budget

by Adam Massey | Jul 19, 2018 | Cashflow, Financial Advice, Financial Tips, Goals | 0 comments

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...

3 Questions To Consider When Faced With Redundancy

by Adam Massey | Jun 27, 2018 | Cashflow, Debt, Financial Advice, Financial Adviser, Financial Tips, Goals | 0 comments

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...

When to charge your kids board

by Adam Massey | Jun 23, 2018 | Cashflow, Financial Advice, Financial Adviser, Financial Tips, Graduate, Retirement | 0 comments

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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