Bonds are one of the four major assets classes, but they’re probably the least understood. Here’s why they’re an important part of many portfolios. What are bonds? Bonds are essentially loan arrangements that governments and large companies use to raise money. These...
Tracking where your money actually goes can make revealing reading. ASIC’s 2012 consumer-spending figures show the average household spends $69,000 a year: Australians splash $78.4 billion a year on their cars, compared to just $2.2 billion on public transport; almost...
We all have good intentions when it comes to our wealth. We want to save more, pay down debt, invest well and do better financially... and yet, most of us never meet our wealth or financial goals. Other things easily get in the way of our resolutions and we get to...
Most of us have heard of the expression 'healthy, wealthy and wise.' It shows to me the inextricable link between our health, fitness and mood, and our money mindset and abilities. And, it's finally time to welcome in the first day of spring! Woohoo! We've made it...
The foundation of how and what we think about money often comes from the environment we were raised in, and our parents own views. We need to be very mindful of what exactly they taught us about money and how this impacts the decisions we make today. Cast your mind...
What has happened? It’s déjà vu for investors as the birthplace of Western civilization, Greece, once again teeters on the edge of economic collapse. It marks the latest in an ongoing series of crises for the country after major debt restructuring packages were struck...
Did you ever think that you may have some long lost money in bank accounts that you’ve forgotten about. The Australian Securities and Investments Commission’s (ASIC) MoneySmart website has an unclaimed money search. There is around $1 billion in lost shares, bank...
I read a recent article about why so many people feel they cant afford to save money and thought I would share some of the insights. It seems that for some, saving money could feel like losing money. It feels like they seem to just be putting money somewhere, never...
There are many different beliefs and traditions surrounding Christmas, but one thing is for sure... from its start, it was meant to be about joy and celebration. These days for some, it seems more a time of stress and debt. If ‘it’s only x days to Xmas’ curls your...
A lot of our daily client queries are based around superannuation. It’s a tricky area for many clients to wrap their heads around with lots of rules, regulations, risks and opportunities. Here's some facts below, followed by a key hint on how you can best navigate...
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