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CASE STUDY: A Plan For The Future [VIDEO]

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 Tips to Develop a Plan For Retirement

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...
When to charge your kids board

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...
Sport lovers enjoy better financial fitness

Sport lovers enjoy better financial fitness

by Adam Massey | Apr 20, 2018 | Financial Advice, Financial goals, Financial Planner, Financial Tips, Goals, Retirement, Superannuation | 0 comments

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...
Spread your money, reduce risk

Spread your money, reduce risk

by Adam Massey | Apr 20, 2018 | Financial Advice, Financial goals, Financial Planner, Investing, Retirement, Superannuation | 0 comments

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...
New legislation aims to benefit first home buyers and downsizers

New legislation aims to benefit first home buyers and downsizers

by Adam Massey | Apr 20, 2018 | Financial Advice, Financial goals, Financial Planner, Goals, Retirement, Superannuation | 0 comments

Changes aimed at improving housing affordability have passed through parliament.  See what the new rules could mean for you. Government proposals around improving housing affordability in Australia were passed through parliament on 7 December. i As part of the...
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