Monthly Archives: January 2017


A friendly face offers valuable advice

Baby Boomer John, 65, looks back on a lifetime of financial decisions to provide some valuable tips to future generations.

Remember when you spent a small fortune on that trip to Hobart after the Wrest Point Casino opened? The holiday pay lasted barely one hour on those roulette tables! Four decades on and I’m pleased to […]

Investing – an emotional business

Common sense may say that the time to invest is when markets are down, but the reality is that most investors wait until markets are running hot before they get on board.

The psychology of an investor plays a significant role in what drives financial markets and explains in part why the prices of many assets, […]

Top 10 questions about SMSFs

The desire for greater control and flexibility of one’s retirement savings continues to be a major driver behind the ever-increasing number of self managed superannuation funds (SMSF) being established. According to the latest Australian Tax Office figures, the number of SMSFs has been steadily rising for the past 8 years with 478,263 SMSF funds registered […]

Insuring the value of unpaid work at home

The value of unpaid work in the home is often overlooked and can sometimes be forgotten when putting insurances in place to safeguard your family. If you have a partner who works part time or not at all and they are not insured, your family’s future may not be as secure as you think.

Even if […]

10 reasons you need a financial planner

It can all seem a little overwhelming and it’s no wonder that people stress over money.

The good news is that if you are willing to plan for your future, invest in yourself and work towards your goals, then your financial situation and lifestyle may look very different. This is where a financial adviser or financial […]

Life Happens — Starting a family

The arrival of a new baby is one of life’s precious gifts, a great milestone to be celebrated, however, with the arrival of tiny feet marks the time when most families are also caught off-guard with the ever-growing costs associated with the new arrival.

So start planning a rich future by getting your finances off to […]

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