Financial Advice - News & Articles

Aged Care

How the Family Home Affects Aged Care Fees

Residential aged care is playing an increasing role in helping many older Australians enjoy comfortable and carefree lives. However, one of the tasks ...

Apr

General

Financial Basics—Financial Literacy for Children

Financial literacy is a fundamental life tool. Teaching our kids about financial management from a young age should be a high priority as this is now ...

Mar

General

Panic Selling—Not Today

Australia’s sharemarket is down more than 30% from its peak in February. Many investors are understandably left wondering whether they should stay i...

Mar

Retirement

3 Things Not to Forget in Retirement Planning

Retirement can be an exciting phase in your life but all the recent changes to superannuation bring with them lifestyle and financial issues you need ...

Mar

General

Federal Government Stimulus Measures

In times of great upheaval such as now, we believe it is important to understand the options open to you in relation to assistance from the government...

Mar

Financial Planning

Wealth Planning Across the Ages

For previous generations of Australians, retirement usually meant ceasing work and hoping to live long enough to qualify for the age pension. ...

Mar

March 2020 The Big Money is not in the buying and selling but in the waiting

Investing

Waiting Game—Getting the Big Money

In the midst of the current market volatility we are experiencing, legendary investor Charlie Munger from Berkshire Hathaway sums it up best, “The b...

Mar

Budgeting

Budgeting 101

Easy steps to plan and manage how you spend your money. Having a budget helps you to feel in control of your money. You can put aside money for big bi...

Feb

Investing

Exchange Traded Funds (ETF)

Exchange traded funds (ETFs) are a low-cost way to earn a return similar to an index or a commodity. They can also help to diversify your investments ...