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Setting and Achieving Goals for Financial Freedom

Setting and Achieving Goals for Financial Freedom

I was recently out to lunch with friends and we were discussing what financial freedom meant to us.  Whilst financial freedom means many different things to different people, planning for a secure financial future is something we should all be doing. Financial freedom...

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End of Financial Year – How To Be Super Smart

End of Financial Year – How To Be Super Smart

With the end of financial year just around the corner it is a good time to make the most out of your super.  Now is a good time to think about how you could grow your super and save for retirement. Superannuation remains on the most favoured environments within which...

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The Value of Financial Advice

The Value of Financial Advice

In this do-it-yourself (DIY) world, many people choose to manage their finances on their own.  Whilst going it alone may seem like the cheapest way to manage your money and investments, it can end up costing you in the long run. If you’re looking for advice on...

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Retirement Without a Nest Egg

Retirement Without a Nest Egg

We all know that we should try to save as much as we can for retirement. But what happens if that’s not enough? Quite simply, you will need to modify your lifestyle to meet your ability to pay for it. This could mean less leisure activities and a much simpler...

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3 Ways To Enjoy Your Retirement [VIDEO]

3 Ways To Enjoy Your Retirement [VIDEO]

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 [VIDEO]

Maximise Your Super For Retirement [VIDEO]

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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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.