FINANCIAL PLANNING ARTICLES
Alice and Max’s business was thriving. But then the unthinkable happened – Max passed away suddenly leaving Alice with a business to run.
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
Hope doesn’t pretend challenges don’t exist. It acknowledges that things are hard, but works to provide a way to keep moving forward.
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.
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’.
An often overlooked aspect of Health, Prosperity and Happiness for life is making an investment in yourself. Here are 7 ideas for doing that.
Here are six areas where people working with financial advisors think they’re getting value for the money they’re spending, versus where the real value lies.
A highly prevalent misconception in investing is that if you have access to the smartest people who have access to the best data, you can beat the market.
In the same way Ben Crowe is Ash’s mindset coach for tennis, we are mindset coaches for how you manage your money.
We appreciate the book’s ability to increase the financial literacy of all who read it and relieve people of the pressure of personal debt.
Being comfortable running your own financial race is a good habit to build. Moreover, it’s one that will serve you well, both now and in the future.
Frank is like many of the high-income medical professionals we work with. He loves his work so he works a lot and spends far less than he could. This sees a large portion of his disposable income going unspent.
We’ve established a joint venture partnership with MBS Insurance WA to create a specialist insurance division to sit under the HPH umbrella. This division will operate under the name of HPH Life.
While there are no hard and fast rules, there are some rules of thumb that apply, $150,000 in household income being one.
Emma has more than 20 years’ experience as a financial adviser including 7 years with Plan B Financial Services and 14 years with Macquarie Private Wealth
Humans are notorious for only ever looking ahead to where we want to be and not taking the time to appreciate how far we’ve come. Here are some actionable ways to put the power of progress to good use
We know the impact great financial advice and life planning has on people’s wellbeing and lives. Having Kelly on the team will help us spread the word.
The FPA Awards are national financial planning awards designed to recognise members who deliver the highest standards of professional and trusted advice to Australian consumers.
During share market movements such as we have seen over the past six weeks, we know the instinct to act rather than remain steadfast can be compelling.
On 22 March the Prime Minister and Treasurer released details of a 2nd round of economic measures, designed to cushion Australians from the economic impact of COVID-19.
When farmers Graeme and Victoria first came to us, their goal was simply to reduce insurance premiums and simplify their super.