Standard Will Did you know: nearly half of the Australian population dies without having a Will in place? There is no doubt Wills bring up issues that many of us would rather not contemplate, though having an up-to-date Will is the best way of providing for those you leave behind, by directing how you wish […]
Standard Will vs Testamentary Trust Wills Read More »
Here’s a recipe for a good retirement strategy Ingredients: 1 cup of common sense 1 tablespoon of financial planning 1 pinch of realistic expectations 1 teaspoon of self-discipline 1 dash of humour 1 cup of patience 1 ounce of foresight Instructions: Start by preheating your brain to a high level of intelligence. In a large
Recipe for a good Retirement Strategy Read More »
Compound Interest: The strategy you can retire on! Retirement is a big goal that requires a lot of planning and preparation. Saving for retirement is important because it will allow you to have a comfortable life after you stop working. By starting to save early and consistently, you’ll be able to enjoy a more relaxed
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Let’s face it, work can be a real life-sucker. We can get so caught up in our jobs that we forget to live our lives outside of work. But if you think about it, life is a lot like a game of Monopoly – you only have a limited amount of time to make the
Stop taking work home! Read More »
Hi there! Have you heard of investing money? It’s when you put your money into something that you think will grow over time, so you can have more money later on. Just like you save your allowance or birthday money in a piggy bank, investing is a way to save your money and make it
The importance of diversifying your portfolio: Explain it to a kid Read More »
Your credit score is a crucial factor that affects your financial stability and credibility. It is a three-digit number that indicates your creditworthiness to potential lenders, such as banks and credit card companies. A good credit score opens up opportunities for lower interest rates, better loan terms, and more favourable offers. So, how do you
Understanding and Improving Your Credit Score in Australia Read More »
Here are 5 quick tips for reducing debt – to achieve financial freedom. Create a budget: List all your monthly income and expenses, and allocate funds towards paying off your debts first. Cut unnecessary expenses: Identify areas where you can reduce your spending and redirect those savings towards debt repayment. Increase income: Consider ways to
Five quick tips for reducing debt Read More »
A question we hear often is.. what is a Financial Planner? A Financial Planner is a professional who helps individuals and businesses create strategies to manage their finances. Financial planners provide a range of services, including investment advice, estate planning and retirement planning. They work with clients to develop customized solutions that meet the individual’s
What is a Financial Planner Read More »
When you delegate tasks to others, you give yourself more time and energy to focus on the things that are most important.
Embracing Delegation Read More »
The last few years have thrown punch after punch at our way of living, which has left many of us in the lurch as we try to find our feet in new situations.
Controlling the Controllables: Managing Stress in and out of the Workplace Read More »
