Financial Planning Advice

Prepare for Life – Autumn 2021

Prepare for Life – Autumn 2021

IN THIS ISSUE• How much money do you waste? The amount could be frightening• What is ESG and how is it linked to ethical investing?• Eliminate financial stress from your life – forever Read this issue of Prepare for Life by downloading...

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Prepare for Life – Summer 2020

Prepare for Life – Summer 2020

IN THIS ISSUE• Why you need an emergency fund• 6 healthy habits to teach your kids for financial confidence• Do your teenagers understand the concept of ‘money’? Read this issue of Prepare for Life by downloading here:

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Debt got you down? Take action now!

Debt got you down? Take action now!

A recent survey revealed 41% of Australians have credit card debt and of those nearly 4 million cannot afford to repay it! In addition: The average Australian household has a debt of around 185% of their annual disposable income. Australian...

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Start planning NOW for retirement!

Start planning NOW for retirement!

In a recent survey 48% of our respondents told us they have an investment property! That’s music to a finance specialist’s ears – it’s satisfying to hear those people have a financial strategy that could lead to a more comfortable...

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Change is coming 1 July – SUPER!

Change is coming 1 July – SUPER!

Okay, so maybe you’re thinking that retirement for you is a long way off? Should you be worried? A recent study found up to 50% of older working Australians are expected to retire with debt and around 20% are expected to retire with a mortgage...

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Taking Control of your Finances!

Taking Control of your Finances!

Statistics show there are over 16 million credit cards in Australia with a national debt of $32.5 billion. Credit cards have become a common element of our day to day money habits. In addition, increasing your existing card’s credit limit is...

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