TOP 5 Financial Regrets

TOP 5 Financial Regrets

We all make bad decisions about money from time to time. But what if you could avoid future financial errors by learning what others have done and wish they hadn’t? In our Live the Dream survey we asked Aussies for their top financial regrets so you can learn from their mistakes...

THE SEARCH FOR YIELD

THE SEARCH FOR YIELD

For some time now, the investment world has been characterised by a search for decent yield paying investments. This “search for yield” actually started last decade but was interrupted by the Global Financial Crisis (GFC) and the Eurozone debt crisis before resuming again in earnest...

What is an index?

What is an index?

When people talk about the share market having gone up or down, what they are usually are referring to is an index. But what is an index and why is it important?

Investing In Yourself

Investing In Yourself

What do you really want out of life? Investing in yourself is an important way to prepare for achieving your personal goals. Here are 5 ways to make sure you’re ready to meet the future as your very best self...

Income Protection - Stay Ready

Income Protection - Stay Ready

'Income Protection' - in the world of investing and financial planning, this is never a thrilling topic of conversation. I don't know how many times I've seen client's eyes begin to glaze over whenever I've broached the subject of income protection, or life insurance for that matter.

5 MONEY MINDSETS HOLDING YOU BACK

5 MONEY MINDSETS HOLDING YOU BACK

What’s holding you back from taking control of your financial future? Discover the five mind tricks that can stop you from achieving financial success and what you can do to avoid them.

LIVE THE DREAM (VIDEO)

LIVE THE DREAM (VIDEO)

People who plan have more control of their lives because they can see options to move forward. This provides them with a sense of security and happiness, without fear of regret. And for many of us that’s what living the dream is about. Here we talk to 7 Aussies from different walks of life about living the dream....

MORE GREAT INVESTMENT CHARTS

MORE GREAT INVESTMENT CHARTS

As Warren Buffett once said: “There seems to be a perverse human characteristic that makes easy things difficult.” This has particularly been the case with investing where complexity has multiplied with new products, new ways to access various investments, tax changes and new regulations, all with social media adding to the noise. But it’s really quite simple and this can be demonstrated in charts...

Updating Your Family Trust

Updating Your Family Trust

Grab yourself a cup of coffee for this particular article, because you're going to need one. This note focuses on the importance of staying on top your family trust deeds. It's a little lengthy but please stay with me on this if you can - and if not, just call me and I'll point you in the right direction...

BELIEFS, ATTITUDES & REGRETS

BELIEFS, ATTITUDES & REGRETS

In taking the nation's collective pulse on financial related behaviours and beliefs, the FPA Live the Dream report has uncovered some fascinating insights into how Aussies are living out their dreams and what it takes to succeed. Four personality profiles have emerged from the research: Go-Getters (33%), Cruisers (19%), Daydreamers (32%), and Builders (16%). Which personality do you mostly identify with? 

Defining Enough

Defining Enough

Do all your future plans rely on having a lot more money than you do now? If the answer is yes, it might be time to think carefully about your values so you can put together a realistic financial plan that will bring you closer to the sort of life you want.

Planning for your financial future doesn’t have to be about chasing more money. Achieving a real sense of having enough to feel comfortable and happy is more about understanding what’s important to you and then managing your finances accordingly. So just how much is enough for each one of us?

RATES ON HOLD, GROWTH RETURNS...

RATES ON HOLD, GROWTH RETURNS...

With spring traditionally a busy time for the real estate market and for rate moves, all eyes were on today’s Reserve Bank of Australia board meeting, where once again it was decided to leave the official cash rate unchanged...