The Richest Man in Babylon | What’s driven the fall in the $A | Retirement, Dividends and Economic Shocks: Planning for a Secure Financial Future | Q&A

The Richest Man in Babylon | What’s driven the fall in the $A | Retirement, Dividends and Economic Shocks: Planning for a Secure Financial Future | Q&A

by | Feb 3, 2025 | Financial Advice, Financial Adviser, Financial goals, Financial Tips, Goals, Investing, Massey Market Updates, Retirement, Superannuation | 0 comments

The Richest Man in Babylon “The Richest Man in Babylon” by George S. Clason is a timeless personal finance book that imparts financial wisdom through parables set in ancient Babylon. It emphasizes the importance of saving a portion of one’s income, the power of...
Superannuation or Shelter? | The Modern Retirement Equation | Avoiding Wealth Transfer Pitfalls | Q&A

Superannuation or Shelter? | The Modern Retirement Equation | Avoiding Wealth Transfer Pitfalls | Q&A

by | Nov 25, 2024 | Financial Advice, Financial Adviser, Financial Planner, Financial Tips, Investing, Life balance, Retirement, Superannuation | 0 comments

This issue of Wealth Adviser includes: Superannuation or Shelter? Rethinking the Path to Wealth and Stability  The discussion centres on the tension between using superannuation savings for home purchases and ensuring long-term financial security. It highlights the...
Making the Right Super Beneficiary Choice | Economic Success or Social Strain | Asset Allocation and Advice | Q&A

Making the Right Super Beneficiary Choice | Economic Success or Social Strain | Asset Allocation and Advice | Q&A

by | Nov 11, 2024 | Financial Advice, Financial Adviser, Financial Planner, Financial Tips, Investing, Retirement | 0 comments

This issue of Wealth Adviser includes: Making the Right Choice: A Guide to Super Beneficiary Nominations for All Ages  Beneficiary nominations for superannuation play a crucial role in ensuring that individuals’ wishes are honoured regarding the distribution of...
The Psychology of Money | Boom or Bust? Understanding the Forces Shaping Australia’s Property Prices | Aged Care Reform: The Consumer Protection Challenge and What It Means for You | Q&A

The Psychology of Money | Boom or Bust? Understanding the Forces Shaping Australia’s Property Prices | Aged Care Reform: The Consumer Protection Challenge and What It Means for You | Q&A

by | Sep 30, 2024 | Financial Advice, Financial goals, Financial Tips, Investing, Massey Market Updates, Retirement, Superannuation | 0 comments

This issue of Wealth Adviser includes: The Psychology of Money by Morgan Housel. Our emotions and behaviours impact our financial decisions. Through a series of short stories, Housel shows how emotions, personal experiences, and cognitive biases influence our approach...
Beyond the Will: A Comprehensive Guide to Modern Estate Planning | Are brighter days in store for bond investors? | Stop paying attention | Q&A

Beyond the Will: A Comprehensive Guide to Modern Estate Planning | Are brighter days in store for bond investors? | Stop paying attention | Q&A

by | Sep 16, 2024 | Financial Advice, Financial goals, Financial Tips, Investing, Retirement, Superannuation | 0 comments

This issue of Wealth Adviser includes: Beyond the Will: A Comprehensive Guide to Modern Estate Planning. Estate planning in today’s world includes aspects such as wills, trusts, and beneficiary designations, while it’s also important to consider digital assets...