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.
Financial Planning: 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
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...
Property: Premium Housing Rises Fastest
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...
Financial Planning: 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
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?














