Recently, we shared a client case study that showed how Investments and Superannuation strategies can be utilized to work in your favour. Today we will be presenting you with a case study similar to our previous one which discussed Retirement Planning. However, we will be focusing on maximising Super Contributions to reach our goal. Our client […]
We discussed Personal Retirement Planning on our previous case study. Today we’ll be looking at another client case study about Investment and Superannuation Strategy and how essential it is to planning and creating a stable retirement fund. In some recently released results from “The Australia Talks National Survey” of more than 50,000 Australians, it was […]
Being financial advisors, we are always working to improve the financial lives of our clients. Principally, our work revolves around assisting our clients to achieve financial security and fulfill their higher goals in life. We recently wrote about insights on what consumers think of financial advice and of the advisors who deliver it based on a […]
A recent report by ASIC (Australian Securities & Investments Commission) has shed some light on what consumers think of financial advice and of the advisors who deliver it. The report explored the use of financial advisors, and attitudes towards them. Results reveal that people who have already sought advice, or intend to, are more likely […]
It’s nearly Christmas …. cue – “Money management tips for the festive season.” Same messages, different year. All sensible tips about setting a budget, set up a Christmas club account for next year, paying off credit cards quickly and so on. But Christmas time is hardly the best time to talk about budgeting. First, it […]
If you don’t know where you are going, any road will get you there. Lewis Carroll Money helps us achieve the things we want in our life. No revelation there. Defining what we really want in our life though is not so simple. If you were asked about your desired future, would you have an […]
I was never a mechanically-minded kid. At the start of year 9 in school, all students were required to choose from a list of elective classes. The options were woodwork, metalwork or typing. Every other boy in my year 9 class chose woodwork or metalwork. I chose typing. This wasn’t due to any foresight about […]
You wouldn’t expect a business to run without the CEO keeping a close eye on the numbers. Having good and regular oversight on the company’s financials is essential. After all, good decisions require good information. Is it any different for people when it comes to household finances? No. Well, it shouldn’t be. So just as […]