Blog Archives

Are you Retirement ready?

Planning is the key to be retirement ready… and so is getting advice. You can avoid penny pinching in retirement because you haven’t saved enough money, but you do need to plan well ahead. Here’s two top tips you’ll need

Posted in Finances, Superannuation Tagged with: , , ,

Money & Mindset

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

Posted in Debt Management, Finances, Money Tagged with: , , , ,

Choppy Markets affecting you?

As you’ve probably noticed, markets have been a little choppy of late!  You may be wondering what it’s all about.  Hopefully, this will give you a basic insight into what’s been going on! The primary influences for the recent market

Posted in Asia, Australian Economy, China, China Economy, Economy, US Economy Tagged with: , , , , , , , ,

What does the Greek Crisis mean for Investors?

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

Posted in Debt Management, Economy, Europe, Greece, Money Tagged with: , , , , , , , , , , , , ,

Some Money Mistakes Most 20 Year Olds Make!

      1.  Never learning to budget. Every dollar earned does not need to be spent. Have a financial plan and rigorously stick to it.  Budgeting also means having a regular saving plan in place. Buying a new car

Posted in Budget, Budgeting, Debt Management, Finances, Retirement, Savings, Superannuation Tagged with: , , , , , , , , ,

2015 is off to an interesting start…

2015 Has started on an interesting financial footing, the dollar is weaker trading at just under 80 cents to the US dollar, oil and subsequently fuel prices are down.  I haven’t seen fuel at this level for a couple of

Posted in Australian Economy, Business, China, Economy, Finances, Interest Rates Tagged with: , , , , , , , , , ,

Part 1 – Hot Savings Tips! Spend Less!!

Ok, I can hear you groaning, and it’s hardly a light bulb moment, but have you really thought about it?  Really, really tried to spend less?  Unless you’re all over your budget and manage it well, it’s hardly likely.  So

Posted in Budget, Budgeting, Finances, Savings Tagged with: , , , ,

Hot Savings Tips Series Coming your way!

At Wealth Planning Partners, we often hear people say “I’ll come and see you when I’ve got money.”  It’s a bit of a cliche, but unless you win lotto, that’s not going to happen.  We’re the ones who help you

Posted in Budget, Budgeting, Debt Management, Finances, Savings, Wealth Tagged with: , , , , ,

Not quite feeling the Xmas Spirit?

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

Posted in Budget, Budgeting, Christmas, Debt Management, Finances, Money Tagged with: , , , , , ,

Getting your head around Superannuation…

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

Posted in Advisers, Finances, Investments, Money, Retirement, Self Managed Superannuation Funds, Superannuation Tagged with: , , , , , , , ,