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...
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...
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...
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...
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...
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...
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...
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....
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...
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...
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