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CASE STUDY: A Plan For The Future [VIDEO]
I recently worked with a couple who worked in the professional services field that came to me as they felt overwhelmed. They worked extremely hard but felt like they were going nowhere financially. They felt that they did not have a plan in place for the future....
2017-18 saw strong returns for diversified investors – but there’s a few storm clouds around
Key points 2017-18 saw strong returns for diversified investors, but it was a story of two halves with strong December half returns but more volatility in the past 6 months. Key lessons for investors from the last financial year include: turn down the noise around...
3 Steps To Managing Study And Life At The Same Time
Life is busy! I know being self-employed makes life more challenging for me to find the balance with family, fitness and health. But what happens to the life balance when you decide to study and further your career? I decided to study and complete my Certified...
3 Tips to Develop a Plan For Retirement
I was speaking with a client recently about what was required of him to be able to retire and continue living the lifestyle he was accustomed to. With the cost of living increasing, it has never been more important to make the most of your finances during your years...
3 Ways To Do The Ekka On A Budget
My wife and I were talking last week about our memories of the Ekka and how quickly it has come around again. We both grew up in NSW, so only have recent memories of the Ekka. The Ekka is one of the great family events of the year. What makes the Ekka such a...
3 Questions To Consider When Faced With Redundancy
One of the key realisations that many people will face during their working lives is that nothing is permanent. It’s highly likely that either yourself or someone close to you will face redundancy in the future. This is due to the changing nature of work and the...
When to charge your kids board
I recently came across a news story about a hapless New York couple, who have taken their 30-year old son to court in a last ditch effort to get him to move out of home. My first thought was “only in America”. But here in Australia, high rents and low housing...
Watch out for tax scams
The end of the financial year will likely bring the usual wave of scams. Here’s what to watch for. The Federal Budget is behind us, and amid the celebrations over tax cuts (around $500 annually for low to middle income earners), now is the time to be mindful of...
Get your new financial year game on
A new financial year is always a good time to review your finances and make sure they are in good shape. You’ll be starting this coming financial year wearing a confident grin with this list of eight things to do now to get new financial year ready. 1. Check in...
3 things to do before end of financial year
I was speaking with a client recently at a networking event – we were catching up on how fast the last six months had gone and that it felt like just yesterday we were talking about planning for Christmas! We started discussing everything we both had on our to-do...