Financial Advice - News & Articles

Jul

Financial Planning

Protect your income

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Jul

Aged Care

Aged Care Financial Advice: Finances, Eligibility and Services

When planning your finances for aged care, there are many aspects to consider—for example, pensions, superannuation, and retirement planning. So, it...

Jul

Other

How to go broke trying to get rich

According to the Collins English Online Dictionary, a get-rich-quick scheme can be defined as, a promise to make a person extremely wealthy over a sho...

Jul

Financial Planning

To Be or Not to Be the Executor

If you’re the eldest sibling in the family or deemed to be the “most responsible”; if you’re seen to be a good friend by someone; or a fine up...

Jul

Financial Planning

Interest Rates 101

While we understand banks charge interest on their home loans, exactly what determines the rate? Should we be worried that interest rates will spike h...

Jul

Retirement

Three Behavioural Factors That Can Affect Retirement Spending

Retirees work hard to build up their nest egg but many are hesitant to spend it when the time comes. Here are three behavioural factors that affect re...

Jul

Financial Planning

Bigger Mortgages, Higher Rents: Four Financial Takeaways From the 2021 Census

Try and cast your mind back to August last year. For plenty of people that will likely evoke unpleasant memories of COVID lockdowns, but on a Tuesday ...

Jul

General

Using Trusts: Keeping It in the Family

The use of trusts by Australians to hold different assets, including investments in exchange traded funds (ETFs), managed funds, and direct shares, co...

Jul

Investing

The Cost of Not Investing

For many people, the phrase “investing in the share market” is framed by either gains and losses. For the “gains” group, the thought of increa...