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Month: November 2019

Investing With Your Shoes On (or Be Careful Where You Get Your Advice)

November 29, 2019Steve May

There is a popular financial book released a few years ago in Australia. In it there are plenty of reasonably handy tips about budgeting, investing and generally being good with your money.  The author makes a point of saying the…

It’s OK, I’m Insured Through My Super Fund

November 22, 2019Steve May

Personal risk insurance such as Life, Total and Permanent Disability, Income Protection and Trauma insurance are all important. In the event of death or disability, these types of insurance can ensure that financial turmoil isn’t added to the emotional stress…

Understanding Your Investment Portfolio

November 15, 2019Steve May

Investment portfolios may seem like a relatively simple concept to understand. For some, the idea is simply buying some investments and ‘bang’, you have a portfolio. While this may be technically true, it’s a bit like building a cubby house…

Jargon Buster: Estate Planning Edition

November 8, 2019Steve May

Estate planning is a difficult topic for a lot of people to deal with, and the terminology used can be just as complex to understand. Here, we put some meaning behind some common estate planning words and phrases. Beneficiary –…

How Much Do I Need?

November 1, 2019Steve May

How much should we be saving and investing and what’s a good rule of thumb? I thought I would have a little fun and quickly show you what a 30 year old might consider saving as a proportion of their…

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