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10 common financial mistakes people make before retirement
- PUBLISHED: 30 November 2020
- - Article
- - What is Financial Planning?
This article identifies and discusses the 10 most common mistakes people make prior to retirement Read All
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The financial effects of divorce for those over age 50
- PUBLISHED: 05 November 2020
- - News
- - Divorce
Managing a divorce is tough at any time but when it affects couples over the age of 50, it can have more complex financial implications. We identify some of the financial issues and ways to deal with them in this tough time. Read All
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Preparing for retirement in uncertain times
- PUBLISHED: 27 October 2020
- - Article
- - What is Financial Planning?, Self Managed Superannuation, Transition to Retirement, Directly Held Investment Portfolio, Investment & Financial Advice
This article describes options for building wealth before retirement, particularly in this volatile economic environment. It starts with the relatively safer but low yielding options then explains three alternatives which may offer potentially higher returns. Read All
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Your health and wealth during the COVID-19 pandemic
- PUBLISHED: 27 October 2020
- - Article
- - What is Financial Planning?
This article is a special feature piece that summarises what we can expect from the COVID-19 pandemic. It covers Government support packages for both individuals and businesses, how banks are approaching home loans, the impact of past market crashes and corrections, what to focus on when it comes to personal finance, as well as how to best look after your health during this pandemic. Read All
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Understand how uncertain times is a great time to invest with an appropriate strategy
- PUBLISHED: 18 September 2020
- - Article
- - What is Financial Planning?, Investment & Financial Advice
We warn potential investors about the pitfalls of trying to "time" the share market and explains how to uise the tried and tested "dollar-cost averaging" method. We have also included a case study for you to demonstrate how this strategy works Read All
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Are you an investor or a gambler?
- PUBLISHED: 18 September 2020
- - Article
- - What is Financial Planning?, Investment & Financial Advice
When investing across asset classes including Australian and International Equities and Fixed Income etc. it is critical to have a clear investment strategy in place. In our article we identify 5 warning signs that could indicate you are gambling rather than investing Read All
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Are face to face meetings dying?
- PUBLISHED: 01 September 2020
- - Article
- - What is Financial Planning?, Self Managed Superannuation, Transition to Retirement, Directly Held Investment Portfolio, Investment & Financial Advice, Investor Retirement Visa
As a result of Covid, many of us have had to change our work and lifestyle habits over the last 6 months, with Zoom meetings become the new norm. Advantages and disadvantages aside, will the convenience of not having to leave your house for important appointments mean face to face meetings will start to go the same way as the dinosaurs? Read All
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What happens when you can no longer manage your SMSF?
- PUBLISHED: 01 September 2020
- - Article
- - Self Managed Superannuation
More than 1 million Australians have chosen to manage their own superannuation arrangements via a Self-managed super fund. Whatever your motivation in choosing a Self-Managed Superannuation arrangement (Control over your own funds, own the assets directly or using investments not potentially available in more traditional models), have you ever stopped to think about who will look after the Self-managed super fund if I cant? Read All
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Confused by all the Superannuation jargon. We have prepared a plain English explanation of super’s most common terms.
- PUBLISHED: 01 September 2020
- - Article
- - What is Financial Planning?, Self Managed Superannuation
This table outlines the most common terms used in Superannuation and attempts to demystify them for you. Read All
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Are you investing or gambling?
- PUBLISHED: 12 August 2020
- - Article
- - What is Financial Planning?, Investment & Financial Advice
Investing in different asset classes such as equities, commodities, and fixed-income assets is a great way to accumulate wealth, but it is important to have a sound investment strategy in place. This article covers five warning signs that you may be gambling instead of investing. Read All