Financial Planning

Smart Savings For Your Family

Developing a retirement savings plan Some sensible strategies can help you make the most of your assets to enjoy a fulfilling retirement. Don’t leave it all to chance. Discover how to get started today to enjoy a rewarding tomorrow. How am I tracking to live the life I want in retirement? There is no magic [...]

2018-04-30T16:10:11+10:00February 26th, 2018|Financial Planning, Investment/Market, Superannuation|Comments Off on Smart Savings For Your Family

The Golden Rules of Investing

At first glance, investing can seem daunting. So much complex information and so little time to absorb and act on it when you’re busy getting on with life. Its little wonder that so many of us put it in the too hard basket for longer than is good for our wealth.  The good news is [...]

2018-04-30T16:09:27+10:00February 9th, 2018|Financial Planning, Investment/Market, Superannuation|Comments Off on The Golden Rules of Investing

Developing a retirement savings plan

  Some sensible strategies can help you make the most of your assets to enjoy a fulfilling retirement. Don’t leave it all to chance. Discover how to get started today to enjoy a rewarding tomorrow. How am I tracking to live the life I want in retirement? There is no magic figure that shows how [...]

2018-04-30T16:08:01+10:00February 1st, 2018|Financial Planning, Investment/Market, Superannuation|Comments Off on Developing a retirement savings plan

Long may it continue… 2017 year in review

In an era in which we have become accustomed to volatility, low growth, political unrest and global uncertainty, 2017 remained largely absent of too many surprises.  In fact volatility on Wall Street hit its lowest point since 1993 highlighting a protracted period of market calm as US stocks continued an extended push into record territory. [...]

2018-01-16T10:04:32+10:00January 16th, 2018|Financial Planning, Investment/Market, Superannuation|Comments Off on Long may it continue… 2017 year in review

What makes a good investment strategy?

  If you have a self-managed super fund (SMSF), then you should be aware one of the obligations that is placed on you as a trustee is that you must have an investment strategy for the fund that is reviewed regularly. But what makes a good investment strategy? How long does it need to be? [...]

2018-01-08T09:29:50+10:00January 15th, 2018|Financial Planning, Investment/Market, Superannuation|Comments Off on What makes a good investment strategy?

Ethical Investing: From backwater to mainstream

Today’s consumers are increasingly demanding to know if their morning coffee is ‘fair trade’, their crispy-skinned fish is sustainably caught and their home can be run more efficiently on solar power. So it’s not surprising that many consumers are also choosing to align their ethics with their money.   Over the last decade, ethical investing [...]

2017-12-18T08:56:00+10:00December 18th, 2017|Financial Planning, Investment/Market, Superannuation|Comments Off on Ethical Investing: From backwater to mainstream

Lessons from the GFC – 10 years on

  It’s been a decade since the market crash known as the Global Financial Crisis rocked the investment world. At the time investors could only watch in disbelief as 50 per cent was wiped off the value of their shares. Arguably, the actions those investors took are still reverberating today. Which begs the question: what [...]

2017-12-04T11:20:21+10:00December 4th, 2017|Financial Planning, Investment/Market, Superannuation|Comments Off on Lessons from the GFC – 10 years on

One Year On….

This time last year, Donald Trump was named President Elect of the United States of America. This news sent the Australian share market into an apparent “free-fall” and at the time, the media was scaremongering and indicated that a massive $35 billion had been wiped off the share market. However, in the 12 months since [...]

2017-11-22T08:24:32+10:00November 22nd, 2017|Financial Planning, Investment/Market|Comments Off on One Year On….

How to beat the urge to splurge this Christmas

Christmas is just over the horizon and decorations are already starting to appear at the local shops. It’s a time of year where it’s almost common practice to splurge! Marketers are all working hard to encourage you to buy, buy, buy and you may have already picked up a few things for yourself and to [...]

2017-11-21T13:12:02+10:00November 21st, 2017|Financial Planning, Investment/Market, Superannuation|Comments Off on How to beat the urge to splurge this Christmas

Use your SMSF to teach your kids about finance:

With self-managed super funds (SMSFs) permitted to have up to four members, it may be a surprise for some to learn that approximately 70% of SMSFs have only two members and about a further 23% only have one. Which means that only 7% of funds have three or four members.1 If you consider that most [...]

2017-10-31T13:07:25+10:00November 7th, 2017|Financial Planning, Investment/Market, Superannuation|Comments Off on Use your SMSF to teach your kids about finance:
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