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 […]
In this case study, Mr and Mrs Brown from Perth were referred to one of our financial advisors by their daughter. They’re both in their early sixties and would like to retire as soon as they possibly can. They own the home that they live in, and they also own an investment property – the […]
“World stock markets have rounded off a wild and difficult year,” the article began, pointing to multiple uncertainties in a polarised US political system, a crisis–ridden Eurozone and a rapidly slowing Chinese economy. Does that sound familiar? That was from a calendar year wrap–up of markets published by BBC News on 30 December 2011, more […]
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 […]
In the Happiness Hypothesis, psychologist Jonathan Haidt wrote that long ago he developed a metaphor to help him make sense of his often self-sabotaging behaviors: The image that I came up with for myself, as I marveled at my weakness, was that I was a Rider on the back on an Elephant. I’m holding the […]
In the past, the transition to retirement has been viewed solely as an economic event. As a result, the focus of retirement planning has primarily been on building a nest egg. In The Late-Start Investor, author John Wasik recommends discarding this obsolete view in favor of a “flexible life plan that provides for financial, vocational, […]
Goal setting is an effective way of picturing what we want to achieve and what we want our lives to be like. We can then move toward those images in an intentional way. We derive many other benefits from having goals as well: Goals provide a positive expectancy of the future Goals stimulate our personal […]