Blog Archives

It’s Money Smart Week 2014!

What’s your biggest financial challenge? We all have an area of our finances that we know could do with some attention but let’s face it – most of us would rather think about something else. The problem is that by

Posted in Budget, Budgeting, Debt Management, Finances, Insurance & Protection, Money, Women Tagged with: , , , , , , , ,

SMSF and Borrowing

Lots of clients are now very interested in the option of borrowing through their Self-Managed Superannuation Fund. An option that has come under the spotlight for the Financial System Inquiry. Here’s a checklist to ensure you comply,

Posted in Advisers, Australian Economy, Debt Management, Economy, Finances, Insurance & Protection, Investments, Self Managed Superannuation Funds Tagged with: , , , , , , , , , , ,

Why a Hubby should consider Life Insurance

Aussies we know are a pretty easy going bunch and this is probably one of the main reasons we’re also a terribly under-insured nation. The ‘she’ll be right mate’ attitude is pretty pervasive, with most of us thinking ‘it’ll never

Posted in Advisers, Debt Management, Finances, Insurance & Protection, Men, Money, Women Tagged with: , , , , ,

Budget 2014 HIghlights and You!

Well, we know that when times get tough, it makes get sense to stick to a budget, and ‘tighten one’s belt’ and that’s what the latest Australian Budget is all about.  So what are some of the main changes and

Posted in Australian Economy, Budget, Budgeting, Business, Debt Management, Economy, Interest Rates, Money, Superannuation, Taxation Tagged with: , , , , , , , , , , , , , , ,

The Budget and Mature Australians

According to Federal Treasurer Joe Hockey, “the economy is growing at less than normal speed and the time to fix the budget is now.”

Posted in Australian Economy, Budget, Debt Management, Economy, Finances, General, Taxation Tagged with: , , , , , , , , , ,

New Year’s Resolutions already forgotten?

So it’s already half way through January are most of us are wondering where those few weeks of R&R went.  So how are you going with those Resolutions you made?  Still hanging in there or already over?  I thought I’d

Posted in Finances, General Tagged with: , , , , , ,

Finding Parity for Women’s Super

WIF had combined forces with the Australian Centre for Financial Studies and the Financial Services Institute of Australia (FINSIA) to put on a great lunch in Collins Street to discuss “Finding Parity for Women’s Super.”

Posted in Advisers, Business, Finances, General, Investments, Superannuation, Women Tagged with: , , , , , , , , , , , , , , , ,

Greek Islands Calling? Or an Insurance Review?

If faced with a brush with death, many consumers would sooner jump on the next plane to a sun-kissed getaway than contemplate getting life insurance, according to research commissioned by CommInsure

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RBA Cash Rate Cut for October 2012…

So the RBA have dropped the official cash rate down to 3.25% at the October Board meeting.  Xmas in October then? Or once again, too little – too late?  How does our Resource Story and China fit in with all

Posted in Australian Economy, Business, China Economy, Debt Management, Economy, Finances, Interest Rates, Superannuation, Taxation Tagged with: , , , , , , , , , , , , , , , , ,

Heard about Child Trauma cover?

Child Trauma insurance should be consiered as a part of your family’s overall protection package to assist if any of those horrid childhood illnesses happen to affect your family.

Posted in Advisers, Australian Economy, Economy, Finances, General, Insurance & Protection Tagged with: , , , , , , , , ,