Blog Archives

How the Budget may affect families

If you’re part of a family, here’s a quick run down on what Budget 2018 means for you

Posted in Australian Economy, Budget, Economy, Finances Tagged with: , , , , , ,

Need to Understand a little more about the Downsizing Contribution?

As you’re not doubt aware, the Federal Government announced it’s 2017 Budget this week and one of the surprise outcomes was the Downsizing Contribution for those looking to move out of a larger family home.  Here’s a little more about

Posted in Advisers, Australian Economy, Budget, Finances, Retirement, Superannuation Tagged with: , , , , , , ,

Safeguarding your retirement plan

From wills to long-term budgeting, there’s a lot to think about when making your retirement to-do list. Here’s some top tips to make sure you’ve ticked all the boxes. 1. Check your Will and Power of Attorney documents Without a valid

Posted in Budgeting, Finances, Insurance & Protection, Superannuation, Wealth Tagged with: , , , , , ,

Accountability and your finances

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

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Government to limit lost super losses

The Federal Government is introducing legislation to prevent fee erosion of lost super accounts with balances under $6,000 stating that they are committed to “ensuring that Australians have adequate retirement savings.” Assistant Treasurer, Mr Josh Frydenberg has said that the

Posted in Finances, Retirement, Superannuation, Taxation, Wealth 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: , , , ,

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: , , , , , , , , ,

So you think you cant afford to save money?

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

Posted in Budget, Budgeting, Finances, Money, Savings, Wealth 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: , , , ,