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…)”

26
September
2018

Cash Flow Planning – the easy way! (video)

How to make a cash flow plan and stick to it. One of the key ingredients to achieving your financial goals, is budgeting. Budgeting is … Continue reading “Cash Flow Planning – the easy way! (video)”

30
August
2018

How to choose the right investment for you

How to choose the right investment for you Making investment decisions isn’t always easy so we thought we’d share a few simple tips to help … Continue reading “How to choose the right investment for you”

19
July
2018

Your saving motives vs. saving habits

Your saving motives vs. saving habits Before we dive in, take a moment to consider which of the following best describes you and your household … Continue reading “Your saving motives vs. saving habits”

31
May
2018

Your EOFY planning tips sorted!

The end of this financial year is rapidly creeping up on us all. Yes, that’s right… It’s already June! Where has the first half of … Continue reading “Your EOFY planning tips sorted!”

21
May
2018

The unexpected challenges of ageing

This article has been written by a client of ours, Lorraine. Being on the upper side of 60 – a Baby Boomer – I have … Continue reading “The unexpected challenges of ageing”

15
May
2018

2018-2019 Federal Budget recap

‘Christmas in May’ is the unofficial catchphrase of this year’s Federal Budget (given a Federal election is on the horizon), but officially it’s being referred … Continue reading “2018-2019 Federal Budget recap”

27
April
2018

Why our client’s trust is our first priority

Why our client’s trust is our first priority. The news coming out of the Financial Services Royal Commission over the last 2 weeks has been … Continue reading “Why our client’s trust is our first priority”