News / Articles
#Advisers | Posted On : Dec 4, 2020
Dreaming about money? What does it mean?
When you have dreams about money, it can be a bit of an interesting view as to what your subconscious is thinking about when it comes to the topic of money. Your dreams can influence your decisions, so it’s a good idea to delve deeper into what you’re dreaming. Are you dreaming of winning money […]
#Advisers | Posted On : Nov 26, 2020
Do I need Business Expenses Cover?
As a result of all the global economic changes from the COVID pandemic, many have resorted to starting up their own business to generate income. With this global shift, people have figured out new ways to be their own boss, gaining more control of their finances and have found opportunities wherever possible. For some, this […]
#Advisers | Posted On : Nov 2, 2020
Tenants in Common vs Joint Tenants
What is ‘Tenancy In Common (TIC)’ 1. “Tenancy in common” allows two or more people to be owners in a property. Each owner has the authority to bequeath their share of the property to any chosen beneficiary upon the owner’s death. 2. “Tenancy in common” is different than joint tenancy because the transfer of the […]
#Advisers | Posted On : Oct 28, 2020
Are you a slave to money?
From a young age we are taught… GOOD GRADE = GOOD UNIVERSITY = GOOD JOB = GOOD MONEY Teenagers are believing that this is the only route to lead a success. It’s a cycle, churning throughout time – being handed down from generation to generation, merely reciting what they heard from parents […]
#Advisers | Posted On : Oct 27, 2020
The skills advisors need to handle suspected financial abuse
Could you confidently recognise a red flag or a warning sign of financial abuse? Unfortunately, financial abuse is becoming increasingly more visible on a global scale and it does not discriminate. This type of abuse can occur irrespective of someone’s socio-economic status, level of education, race, gender or ethnicity, which is why it’s important advisors […]
#Advisers | Posted On : Oct 26, 2020
How do I save to buy a house after being hit by COVID?
Have you been struggling with the COVID-19 pandemic? Has the global pandemic affected your income adding financial stress not only to your household, but to your overall mental health? The markets took a major hit going up and down but whilst it is now starting to stabilise as we slowly loosen the restrictions, it’s never […]
#Australian Economy | Posted On : Oct 22, 2020
Are we teaching our kids how to manage money?
Amanda Cassar (Financial Advisor at Wealth Planning Partners) found when interviewing case studies for her book “Financial Secrets Revealed” that most children haven’t been taught how to manage or the value of money. With the technology changes and advances, can you think back to the last time your children purchased something using cash? Apple and […]
#Advisers | Posted On : Oct 12, 2020
Get Ready for Severe Weather Season Queensland
Get ready for Queensland storm season! Yes, it’s “Get Ready Queensland” week (12th -18th October) and the Queensland Government are preparing everyone for this disaster season by providing as much information as possible. Give yourself the best chance by preparing your household this storm season by completing these 3 simple steps: Have a planEnsuring your […]
#Australian Economy | Posted On : Oct 7, 2020
Federal Budget Update 2020 – How the Budget may affect families
The announcements in this update are proposals unless stated otherwise. These proposals need to successfully pass through Parliament before becoming law and may be subject to change during this process. The 2020 Budget is all about jobs, jobs and spending to make more jobs. We already have JobSeeker and JobKeeper, and now we have JobMaker […]
#Advisers | Posted On : Sep 28, 2020
How to take control of your retirement
Are you affected by the increase in the Age Pension’s qualifying age? Take steps now to avoid getting caught short on retirement income. The minimum age to qualify for the Age Pension has started going up. For those born on or after 1 July 1952, the qualifying age increases by six months every two years […]
#Advisers | Posted On : Sep 28, 2020
How do I invest my money?
When deciding how to go about investing your money you need to decide whether you’ll: do it yourself, or pay a financial advisor to do it for you Both options have their pros and cons. However, you can – of course, do both. Buy and sell investments yourself The advantage of choosing to invest yourself […]
#Advisers | Posted On : Sep 21, 2020
Own, rent or travel – what is your retirement lifestyle preference?
As record numbers of Australians transition into retirement, considering your retirement lifestyle, the cost of living and your expected annual retirement income, is crucial in your retirement planning. For many Australians transitioning into retirement, the increasing cost of housing is a hindrance on people’s ability to pay off their property before they retire, and this […]
#Advisers | Posted On : Sep 21, 2020
How to protect yourself against superannuation and online scams
The onset of COVID has propelled social media and marketing to an all-time necessity and has resulted in increased predatory scams and virtual hacking, putting people at risk more than ever before. Don’t know how to protect yourself? Here are some suggestions… Check to see if your email is legit by having a few checklist items that […]
#Advisers | Posted On : Sep 14, 2020
Discuss your financial goals online
If you are not able to visit us in person, or it is more convenient to work with us digitally, we have the capability and technology to make it easier for us to connect with you. We have also considered how we can do this in a safer online environment. We want to make working […]
#Advisers | Posted On : Aug 31, 2020
How to manage financial stress and negative effects on your relationship
As a Financial Advisor, we often have clients come to see us without their spouses, for investment or financial planning session. Having problems getting out of debt is our number one challenge with couples, and unfortunately has a severe impact their relationship. It’s not easy to experience the emotional turmoil that financial duress can have […]
#Australian Economy | Posted On : Aug 25, 2020
Five tips for looking after your large household’s finances
Taking care of household finances can be taxing, especially if you have a big family. But with proper planning and budgeting, there’s no need to stress. Here are some tips to help you effectively manage your household finances. 1 | Examine your finances Sitting down as a family and figuring out how much money is coming […]
#Advisers | Posted On : Aug 17, 2020
How to get ahead when you’re in your 40s…
In your 40s? Here’s what you need to consider to financially get ahead… Being in your 40s requires balancing many responsibilities and it can become easy to neglect your own financial wellbeing. However, it’s not too late to secure your future. Here are 5 tips that may help you financially make the most of your […]
#Australian Economy | Posted On : Aug 10, 2020
Labour says, the younger generation who withdraw superannuation may be $100,000 worse-off in retirement
Opposition steps up attacks on coronavirus support measure that allows people in financial distress to withdraw up to $20,000 Labour has said that Covid-19 economic crisis will greatly affect the younger generation, as it estimates someone who is approximately 25 years old who withdraws $20,000 from superannuation may be left up to $100,000 worse […]
#Australian Economy | Posted On : Aug 3, 2020
Melbourne experiences a hammer blow to Covid-weakened Australian economy due to Stage 4 Lockdown
It is said that the Federal government may need to provide financial aid to sustain 2nd biggest economy to mitigate flow-on effects throughout Australia. With the recent stage 4 lockdown newly enforced announced by the Victorian premier, Daniel Andrews, along with the shutdown of particular industries to be revealed on Monday, is said to […]
#Australian Economy | Posted On : Jul 27, 2020
We’re in a global recession, why has the share market rallied?
The COVID-19 pandemic led to a global recession unfolding within the space of two months, with share markets collapsing and then staging a strong recovery. Markets have performed strongly even as we remain in the midst of tumultuous recession and a worsening global pandemic. How is this possible? COVID-19 recession & Understanding economic data Two […]
#Economy | Posted On : May 18, 2020
Economic abuse training for advisers launches
Occurring in 99 per cent of domestic violence cases, economic abuse can affect clients of all backgrounds Standards International has partnered with Australian adviser Amanda Cassar to launch a new training programme aimed at tackling economic abuse. Economic abuse is when one person has control over another’s access to economic resources. It was recognised as a form of domestic abuse in the domestic abuse bill last year after calls from charities to make it a standalone criminal offence.
#Aged Care | Posted On : Apr 9, 2020
Reduction in account-based pension minimums
As you probably know, capital losses from falling share prices are realised only if the company goes into liquidation or the shares are sold. Leaving investments intact may well offer the best chance to rebuild balances when markets pick up again, as they eventually do. But, this holding pattern can be hard for older people […]
#Centrelink | Posted On : Apr 6, 2020
What do the Deeming rate cuts mean?
Interest rates have been falling a lot faster and a lot longer than deeming rates for Centrelink and Veterans’ Affairs recipients, making it practically to even earn the current deeming rates from bank accounts.Higher-risk investments (in better markets) may potentially produce higher returns, but these are often not appropriate for people in aged care and can […]
#Economy | Posted On : Jan 28, 2020
Break free from being asset rich and cash poor
Here are four ways to try to boost your income… Are you asset rich but cash poor? Turns out, you’re not alone. Data from the ABS (Australian Bureau of Statistics) shows that almost one-third of older Australians in low-income households were asset rich but cash poor. Most wealth is tied up in illiquid assets, in particular […]
#Economy | Posted On : Jan 13, 2020
Do you have more than one super account?
Did you know there is over 10 million Australians with a superannuation account, approximately 36% of which hold more super accounts, which make up $20.8 billion in ‘lost super’. Is some of that yours? Find it Moved house? Changed jobs? Don’t know where your teenage self stashed your super? It’s easy to track it down. Consider Combining […]
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