Financial Literacy
From an Adviser’s Perspective: The Things That Worry Clients the Most
As a financial adviser, I meet a diverse range of people in some very different circumstances, but for me it really helps to get some perspective from other advisers on what they’ve experienced too! I came…
The Science Behind Spending
We already know from marketing and psychology studies that there are many triggers which make us buy on a whim, and these are used to get us to spend more! 61% of Australians are not committed…
The Australian Census is Out! So Just Who Are We?
There was some controversy surrounding the last round of data collection from the Australian Bureau of Statistics. A large part of this was concerning the privacy of data and a minor miscalculation of the people wishing…
Taking Time Off? How to Close the Gap
Whether taking a break from the workforce to start a family or to care for a loved one, one of the disadvantages you face is a lack of superannuation contributions. But exactly how can you achieve…
Women vs Men
Women vs Men A controversial yet hot topic among social media these days seems to revolve around Women vs Men (how much women earn, how much they get promoted, are they paying more for consumer goods?)….
Saving For a House or Holiday? Here’s How Some Simple Maths Can Work for You
Today, I’m going to let you know how maths can be both fun and useful. Most of us have a savings goal of some kind – whether that’s a big holiday getaway or a dream home….
Is Credit Card Debt Causing You Worry?
Is credit card debt causing you worry? Do you know what your credit card fees are? They could include all of these listed below: Interest charges Balance transfer charges Cash advance fees Foreign transaction fees Annual…
End of Financial Year
6 Reasons to see your adviser before the end of the financial year 1. Transition to retirement There are certain actions and activities that can ensure a smooth transition to retirement and the rules are…
Are You Retirement-Ready?
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…
How to Manage Your Debt
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…