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Blog

26
June
2019

Knowing Your Household’s Financial Performance

Anyone running a successful business knows that to be able to assess past financial performance and predict future performance, it’s essential to keep financial statements. … Continue reading “Knowing Your Household’s Financial Performance”

10
June
2019

What is the FIRE movement?

When it comes to retirement planning, no one person has the same financial situation, goals and objectives. A personalized financial plan is so important because … Continue reading “What is the FIRE movement?”

5
April
2019

2019-20 Federal Budget – what does it all mean?

The 2019-20 Federal Budget was delivered on 2 April 2019 by Treasurer Josh Frydenberg. It’s a month earlier than usual because this year is an … Continue reading “2019-20 Federal Budget – what does it all mean?”

25
March
2019

Practicing Money Mindfulness

PRACTICING MONEY MINDFULNESS Mindfulness may not be a word most people associate with money, but being mindful is a skill and practice that holds many … Continue reading “Practicing Money Mindfulness”

5
March
2019

How and when to teach your children about money

How and when to teach your children about money Financial literacy is an important life skill – it helps us make sound financial decisions and … Continue reading “How and when to teach your children about money”

21
January
2019

The Investment Market in 2019

The Investment Market in 2019 Happy New Year everyone, and what a start to 2019 we’ve had so far! I thought I’d touch on a … Continue reading “The Investment Market in 2019”

11
January
2019

Australian Superannuation proposed changes and what you need to know

Australian Superannuation proposed changes and what you need to know You might have heard a bit of talk in the news this week about the … Continue reading “Australian Superannuation proposed changes and what you need to know”

28
November
2018

What’s in store for the Australian Housing Market in 2019?

The Australian Housing Market Melbourne and Sydney housing markets are going through a bit of a downturn and auction clearance rates have dropped to under … Continue reading “What’s in store for the Australian Housing Market in 2019?”

26
October
2018

Share Market Volatility – where to from here?

Share Market Volatility – where to from here? Global markets are going up and down like a yo yo. What happened overnight? Overnight the US … Continue reading “Share Market Volatility – where to from here?”

24
October
2018

Retirement living – how much is enough? (It depends…)

Retirement living – how much is enough? (It depends…) When clients come to us nearing retirement, one of the first things they want to know … Continue reading “Retirement living – how much is enough? (It depends…)”