News
Start planning early to get what you want!
Posted on 18 January 2018
Financial Planning
In an aging population, where retirement savings must last so much longer, this article encourages Millennials to take control of their finances to be financially independent. Through professional financial advice, Millennials can ultimately be less dependent on baby boomer parents who themselves are living longer and still recovering from the GFC.
Read MoreWhat happens when you can’t manage your SMSF?
Posted on 18 January 2018
Self Managed Super Funds
This article answers the common question of what do trustees and members of SMSFs do if or when they become incapable of managing their own fund. It outlines 5 options for your readers to investigate.
Read MoreIf you think you’d never fall for a scam, read this…
Posted on 18 January 2018
Private Wealth
Amazingly older, highly educated men pose the highest risk of being scammed. This article focuses on two ‘popular’ financial scams – investment scams and the promise of early access to super. It explains who they target, how they work and what you should do to protect yourselves.
Read MoreThe twenty commandments of wealth for retirees
Posted on 18 January 2018
Retirement Planning
We liked this article from Noel Whittaker…
Read MoreDoes money bring happiness?
Posted on 5 October 2017
Financial Planning
This article focuses the reader on the relationship between money and happiness, instead of talking about the usual role financial planning takes, then connects the two. Although the concept applies to all ages, this article is probably more applicable to younger generations who might think financial planning is focused just on retirement.
Read MoreWhat is GDP – and why you should care
Posted on 5 October 2017
Financial Planning
Most people’s eyes glaze over when the term GDP is used in a market outlook or economic report – but it is an important indicator of what’s happening in our economy and the flow-on to everyday Aussies. This article provides a frank explanation of GDP and how it affects us all.
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