Tried and true money tips
Life gets so busy and the months soon roll into years when suddenly you find that your finances are off track and you’re nowhere near achieving your goals. Instead of […]
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Should I refinance my mortgage?
Refinancing a mortgage can be daunting. Fees Fixed versus variable interest rates Monthly charges These all need to be considered. The right refinanced loan could help you: pay off your
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The 9 golden rules of investing
While markets are performing well it’s easy to sit back and watch investments rise in value. However what happens when the markets are not performing so well and uncertainty abounds?
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Responsibilities of an Executor
If you’re the eldest sibling in the family, or deemed to be the “most responsible”; if you’re seen to be a good friend by someone; or a fine upstanding citizen
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Investing outside super
The tax benefits associated with superannuation make it a clear winner when it comes to building wealth for retirement. However, it doesn’t meet everyone’s savings needs, especially if you need
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Back to School: Teaching Gen Y About Money
Do you have someone in your family that is part of Generation Y? Also known as Millennials, Generation Y refers to the generation currently in their mid-20’s to early-mid ’30s,
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Inflation-proofing your retirement
Without the benefit of a crystal ball, it’s impossible to determine exactly how much one person will need to meet their individual retirement needs. We often hear that we’re living
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Counting the cost of a curve ball
Here’s a confronting question: What would you do if the main breadwinner in your household could no longer bring in an income? Do you have a Plan B? Most people
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Lessons from the Market
Every market cycle – bull or bear – provides opportunities for investors to improve their process for investing. The best thing to do is learn from past events and apply
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A will is important at any age
Today, almost every adult in the country has some assets to pass on after they die – even if it is only the balance in a superannuation account. Most Australians
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You CAN afford a holiday!
Do you love the idea of getting a few more stamps in your passport, but not sure if your budget can stretch that far? An overseas holiday doesn’t have to
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What drives petrol prices?
Most of us have no idea what drives petrol prices or why petrol is more expensive on some days more often than others during the week. Lately there doesn’t seem
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How to avoid losing super to the ATO
If you’re an average Australian adult, chances are you’ve accumulated superannuation in several places over the years and sometimes these super accounts have only small amounts in them. If ever
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The insurance you most hope you’ll never need is the insurance most people don’t have
The human brain operates in a funny way when it comes to the risk and reward. There are certain risks such as: our house being burgled, having a car crash,
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Purchasing a business – do you know what you are buying?
This week we were asked by a client to have a look at a business for sale that he’d found out about from a long term friend. On the surface,
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