FINANCIAL PLANNING ARTICLES
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.
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.
Follow the news by all means. But be wary about using the news as an investment barometer. Listen to your financial advisor instead.
Grace now knows how much money she has to spend, and is more confident about spending it on home improvements to make her life more comfortable.
This case study shares how you can use insurance claims to your advantage along with financial strategies to maximise investments.
Jim and Susan are 5 and 12 years away from retirement respectively and decided to meet our financial planners to get a solid financial plan in place.
Ben and Sarah would be able to draw down $90,000 per annum in retirement until around 85 years of age and then $60,000 per annum thereafter.
HPH Solutions is always working to improve the financial lives of our clients and greatly value the insights we gain regarding what really matters to them.
A report by ASIC looked at what consumers thought of financial advice and of the financial planners who deliver it. Here’s our take.
This new superannuation strategy saved Rob and Marie around $24,000 per annum in tax. Our financial advisors provided a technical perspective of where and how to invest.
Rather than acting on worrying sentiments in the news, leave the markets to do the worrying and instead focus on the horizons that are meaningful to you
Global equity markets posted their worst performance in seven years in 2018, although most of the damage was done in the fourth quarter. The step-up in volatility towards year-end was …
While it’s nearly Christmas this article seeks to share some thoughts on a more perennial approach to better money management.
“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. …