Insurance – Don’t Go It Alone
There is no doubt that the very thought of claiming on your own insurance policy is depressing, but extensive research tells us that you (and even me) may be unable to work for an extended period during your life due…
No More Ethical Dilemmas For Financial Planners
It’s pretty common knowledge some financial planners – I stress some, definitely not all – have struggled in the past to put the best interests of their clients before their own. In the wake of the 2018 Royal Commission into…
What to look for in a Financial Planner
With all the recent noise surrounding the poor behaviour of the financial planning arms of the banks, one could be forgiven for wondering whether engaging a financial planner would be in your best interests. After all, the stories about the…
The Safety of Shares or The Risk of Cash?
If you’ve picked up the contradiction in the article title, you’re forgiven for being confused. What we often hear and see within the financial media is that the share market is a gamble, you’re as good as punting it, hoping…
Financial Advisers Provide More Than Insurance Advice
As Financial Planners we are consistently addressing the need for Life, Disability, and Illness Insurance into your broader Financial Plan. We will often be in a position to facilitate and advise on appropriate levels of personal insurance cover, however one…
The Real Cost of Your Holiday
Holidays are a great way to spend time with your loved ones while experiencing new places, cultures and people. The Christmas/New Year period is traditionally a great time for Australians to take holidays, both around our country and overseas. And…
Not ready to retire? This might be another option.
The word “retirement” conjures up many images. While most baby boomers might be dreaming of more time on the golf course or booking a cruise, you might be thinking about buying a business. Crazy? Maybe not. Seniors bring life experience…
Being Sensible With ‘Buy Now, Pay Later’ This Silly Season
Move over debit and credit cards; consumers are flocking to Buy Now Pay Later (BNPL) services. Afterpay, Zip Pay and several similar payment solutions allow shoppers to take home their goodies now while paying them off via a few weekly,…
Retire At 65, But Don’t Retire Your Money
Australian retirees are facing a ‘double whammy’ when it comes to funding their retirement. On the one hand we, as a nation, are enjoying longer and healthier lives. On the other hand, record low interest rates have slashed the returns…
Investing With Your Shoes On (or Be Careful Where You Get Your Advice)
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…
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