The ‘January effect’ is a well-known phenomenon among economists and psychologists alike. Regardless of market realities, consumer optimism and share prices often see a temporary boost and so does our ...
In December 2018, the federal government announced that insurance premiums will see an average hike of 3.25% in 2019. This is not a new story. With these yearly increases, of course you want ...
Australians are conducting more of their financial affairs in a digital environment and the Australian superannuation industry is huge even in global terms, so it is little wonder that 95% of ...
If you know how much money is in your wallet, and keep a record of what you spend, you’re probably a saver. If, on the other hand, you have ...
According to research by Investment Trends, 51% of retirees expect to outlive their retirement savings. If you aim to live on more than the Age Pension (full Age Pension rates plus supplements are $35,916 for a couple, or $23,824 for a single person, applicable since 20 September 2018), you will need to use smart strategies to find the additional income. Unlocking the equity in your home can be an effective way to achieve your lifestyle goals and generate more income in retirement.
Most people believe there is a right time to seek financial advice – close to ‘retirement age,’ with a good amount of money to invest and an estate to plan. However, ...
If your role has been made redundant, you don't need us to tell you that it can cause a lot of emotional and financial stress. The good news is that ...
However rewarding our careers and growing families may be, most professional women also look forward to a future where they’ll have more time for themselves. Whether the goal is ...
In Jul 2017, the government introduced new rules that make it imperative for higher income earners to pay close attention to their annual super contributions or risk retiring without enough money ...
Purchasing a home is one of life’s greatest milestones, but it can puts the brakes on your wealth accumulation. What if you could build wealth and still pay down your home loan?
Making the move to residential aged care can be a difficult and stressful time for families, both emotionally and financially. While aged care financial advice needs to be tailored to ...
The Royal Commission continues to expose the poor conduct occurring in the banking and finance industry and we’re glad the Commission is giving a voice to those impacted. Though ...
There comes a time when the kids move out, you’re ready to travel or you’re getting older and the family home starts to become too big or too ...
As busy working professionals we all want more convenience in life. The number of comparison websites and online aggregators available for every product or service under the sun is evidence ...
High quality professional wealth management advice is something we take seriously and our clients know it sets us apart. Building wealth sooner is the best way to live the lifestyle ...
We all understand that certain sectors of the market do better during particular stages of the economic cycle than others. However, trying to pick the timing of a market rotation – ...
Are you Queensland born and bred? I grew up in Warsaw, Poland and came to Australia in 1999. I first lived in Adelaide where I began my FMD career in 2009 and ...
No doubt Amazon’s highly anticipated arrival in Australia will shake up an already sluggish retail sector. So what could this mean for share prices and how should investors prepare? ...
Many people are not aware of the full costs of buying a retirement village unit, particularly some of the extraordinary costs that only come into play when you try to ...
Despite the downturn in residential property prices in Sydney and Melbourne, buyer behaviour indicates that many Australians still believe that an investment property is all you need to be set ...
They say there's no formula for success, but with years of experience offering personalised investment advice and now with over $1 billion of funds under management, our investment committee has learned ...
New superannuation laws came into effect from 1 July 2017 With every change in super laws, it's important to review your super plans to ensure you are in compliance with new limits ...
How often do you think about your super balance? Twice a year? Less often? Does it matter, I hear you think? I can’t access it for 20 years, right? Right, ...
Romance may be in the air, but it’s not all wine and roses when two people combine their finances and aspirations in the name of love. According to Relationships ...
Research shows 46% of employees worry about their finances and that worry can stop them achieving at work and feeling positive about their job. It's a statistic that is motivating employers ...
It is no surprise we’re spending more on Christmas each year and it seems Gen Xers, at the peak of their careers and earning power, typically spend the most. ...
From 1 January 2017, if you receive an Age Pension and are asset tested, your pension may change. What will change from 1 January 2017? The value of assets you can own before your ...
Could technology innovation and demographics be the best investment indicators in a uncertain world? Recently the Australian head of one of the most forward thinking global investment firms, Alva Devoy, ...
In late 2014, Philip and Fiona Beggs found themselves at a cross-roads. After long and fulfilling teaching careers and in their late 50s, Philip was considering applying for the role of ...
One of the most satisfying things about providing high quality, personal financial advice is helping people follow their passions beyond work. Vice-President Alzheimer's Australia, Tony Newman, shares his story to ...
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