Financial advice: What people really think
A report by ASIC looked at what consumers thought of financial advice and of the financial planners who deliver it. Here’s our take.
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Financial Planning
Case study: GESB (West State) Super retirement planning
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.
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Different horizons for successful investing
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
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2018 Year in Review – Markets and Headlines
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
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Better money management beyond Christmas
While it’s nearly Christmas this article seeks to share some thoughts on a more perennial approach to better money management.
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Wheel of Life …. What’s the money for?
Money helps us achieve the things we want in our life. If you don’t know where you are going, any road will get you there.
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What’s your household balance sheet like?
Just as accountants prepare a business balance sheet, a household balance sheet keep you informed as the CEO/Managing Director of your own household.
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Foundations for a “Better Financial Life”
What builds the foundations of a succesful financial life? Learn what you can do to prepare yourself for effective wealth management here.
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When It Comes To Change, You Are of Two Minds
Understand self-sabotaging behaviours, allows you to positively affect your decision making when it comes to personal finances. Find out more here.
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Listening to the Wrong Money Messages
It’s important to look for clues in your past to help you understand your current financial life. The following questions will guide you in this process.
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Personal Insights on Financial Planning
It’s always nice to get personal insights on financial planning from people who have experienced the benefits. This video shares insight of this kind
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Values-based retirement planning
Financial security is extremely important, but financial resources alone will not guarantee a rich and rewarding life in retirement.
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The Psychology of Goal Setting
Goal setting is an effective way of picturing what we want to achieve. We can then move toward those images in an intentional way.
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The Magic of Purpose-Based Goals
Your values should provide the foundation for your pursuits and the criteria for allocating your financial resources.
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Goal Setting Outside of the Box
Goals give us something to aim for, giving us a sense of direction and is a proactive mindset way of planning out your life for the future. Read on.
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