FINANCIAL PLANNING ARTICLES

Combining finances with your partner – 10 things to consider

By Matt Hern | July 28, 2022

Romance and love are exciting elements of life. But, when you bring money into the mix, sparks can fly, but not necessarily in a good way.

7 savvy salary packaging tips

By Thomas Sweeny | May 24, 2022

If you’re already salary packaging, these tips and tricks might help you maximise the benefits. If you’re not packaging, it might be something worth considering.

The role of bonds in a diversified investment portfolio

By Jim Parker, Dimensional Fund Advisors | April 26, 2022

Taking a global approach to bond investing allows for diversified portfolios that can more reliably deliver investment outcomes.

Matt Hern – Spending money on convenience

By Matt Hern | April 13, 2022

Recently our very own Matt Hern chatted with Christine Layton on ABC Radio about the things we spend money on out of convenience.

Is investing in property right for you?

By Thomas Sweeny | February 17, 2022

It’s no secret that Aussies love investing in property. But is property investing all it’s really cracked up to be? And is it right for you? We break it down here.

5 important life admin tasks people never get around to doing (but should)

By Kelly Exeter | January 28, 2022

For many of us, the year starts now. And that makes this a good time to tackle five important life admin tasks that most of us never get around to doing.

Welcome to the team Cindy Chiuman

By Rob Pyne | December 12, 2021

While we were sad to lose Michael Pyne’s Associate Murray Clarke to another role, we were thrilled to welcome Cindy Chiuman on board as his replacement.

9 lessons from 2021 we’ll be taking into 2022

By Rob Pyne | December 2, 2021

I asked some of our HPH team members what lessons from 2021 they would be taking into 2022. Here’s what they shared.

5 tips for a more sustainable Christmas

By Kelly Exeter | November 25, 2021

One of the things many of us love about Christmas is that it’s traditionally a time of generosity and giving. But unfortunately, it’s also a time where there is huge potential for waste. 

5 great Christmas gifts for people who already have everything

By Kelly Exeter | November 22, 2021

We all have people in our lives who can buy themselves anything they want. This makes them hard to buy gifts for! Here are five gift ideas for those people.

9 books our team love that you could give someone for Christmas

By Kelly Exeter | November 18, 2021

Scratching around for Christmas gift ideas for someone special? It’s always hard to go past a good book. Here are nine favourites from our team.

Beyond work: How will you spend your days when you retire?

By Rob Pyne | November 11, 2021

When individuals are unhappy in their work lives, they focus more on what they are ‘retiring from’ rather than what they are ‘retiring to’.

GESB West State – a very SUPER account

By Thomas Sweeny | November 3, 2021

GESB West State is an untaxed super scheme that was available to WA public sector employees prior to April 2007. It runs on a different set of rules compared to your average superannuation account.

Welcome to the team Dylan Renoux

By Rob Pyne | October 29, 2021

With our adviser team growing steadily and supporting more clients, it became necessary to provide our paraplanner Tom with greater support in his work.

Should business owners contribute to Super? This case study says yes

By Zacary Leeson | October 7, 2021

Alice and Max’s business was thriving. But then the unthinkable happened – Max passed away suddenly leaving Alice with a business to run.

5 things every small business owner should know about super

By Rob Pyne | September 30, 2021

While there are situations where paying super can be a low priority for small business owners, here are five reasons why you should give it close consideration

Welcome to the team Elaine Forrester

By Rob Pyne | September 28, 2021

With our business growing at a significant rate, it became clear we needed a dedicated person to manage the compliance side of things.

5 ways to be hopeful when times are hard

By Kelly Exeter | September 22, 2021

Hope doesn’t pretend challenges don’t exist. It acknowledges that things are hard, but works to provide a way to keep moving forward.

Explainer: Should I fix my home loan interest rate?

By Thomas Sweeny | September 14, 2021

When interest rates are low (as they are right now), one of the most common conversations we find ourselves having is whether ‘now’ is a good time to fix home loan interest rates.

Personal finance – what’s your greatest fear?

By Rob Pyne | August 26, 2021

When asked this question in our annual client survey, our clients shared their greatest fear was ‘Not having enough money to live comfortably in retirement’.

7 ways to invest in yourself for maximum life returns

By Kelly Exeter | August 18, 2021

An often overlooked aspect of Health, Prosperity and Happiness for life is making an investment in yourself.  Here are 7 ideas for doing that.

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