Katherine's Blog

  We are all wanting to retire someday. Just how close that is and the kind of lifestyle you lead will be different for each individual. To find out more about the new superannuation rules coming…

  Now that Christmas and the Holiday Season are finished, do you still have debt hanging around? Perhaps you have small debts in a lot of places? Here are a few tips on how to make…

  Many of us end up with more than one super fund. Why? Sometimes it is just easier when you start a new job to sign a form that allows your super payments to be made…

  Go Against the Herd   Investor behaviour often appears to go against both logic and reason. Investors are people, and people are subject to behavioural biases. Not only that, they are rarely experts in the…

Life Insurance Inside your Super Most of us have insurance inside super without even knowing it . I was having a general discussion the other day with a man who was doing some repairs to the…

Government Changes that Might Affect Your Retirement Plan Anyone who knows me, understands that this is where I want to spend more time when I eventually retire. However, it will and should be different for each…

You Don’t Need A New Year’s Resolution According to the latest MLC Quarterly Australian Wealth Behaviour Survey, Australians believe wealth means: •being debt free, • having enough money for emergencies • being able to fund desired…

How to Prepare for a Financially Stress-free Christmas When it comes to Christmas, I know many of us want to be generous to those who matter to us but when January comes around so does the…

Good versus Bad Debt Debt is about borrowing money and that comes with risk. When considering borrowing money, ask yourself the following questions: Will borrowing this money improve my finances in the long run? Have I…

How Do You Boost Your Superannuation? Worried you won’t have enough money to retire on? How do you calculate what you will need and how to save enough in super for that retirement dream? There are…