Money and Life
Why is it Beneficial to Use a Financial Adviser?
3 July
There are several benefits to using a financial adviser, including: Developing a comprehensive financial plan: A financial adviser can help you create a personalized plan that takes into account your current financial situation, goals, and risk...[Read More]
What are the Benefits of Your Financial Adviser Working Closely with Your Accountant?
5 June
There are several benefits to having your financial adviser work closely with your accountant, including: Tax efficiency: Your accountant can provide your financial adviser with information about your tax situation, such as your income,...[Read More]
What does a modern financial advice practice look like?
1 May
A modern financial advice practice may have the following characteristics: Client-centric approach: Modern financial advice practices put the needs and goals of their clients at the centre of their services. They strive to understand their...[Read More]
How Will The Superannuation Accumulation Tax Rate Change Affect You?
29 March
The Australian Government's decision to increase the accumulation tax rate to 30% for Superannuation balances over $3 million has several implications, both for individuals and the broader economy. Here are a few potential implications: Reduced...[Read More]
The multifaceted roles of Financial Advisers today
30 March
Most people view financial advisers as investment managers whose job is primarily to select investments and ensure their clients get a certain level of returns. However, the role of a financial adviser goes far beyond this conventional notion. These...[Read More]
How parents can prepare for the cost of education in Australia
30 March
Education is a vital investment in your child’s future, but it can also be a significant financial burden for those who are unprepared. One study shows that although a large majority of Australian parents believe that education plays a significant...[Read More]
Top 10 financial New Year’s resolutions to achieve in the new year
2 February
The new year is a perfect time to reflect on your achievements from the ending year and to plan for the new year. While you can also make resolutions for other aspects of life, financial success should be at the top of your list. Check if you...[Read More]
5 Questions to Ask Yourself Before Buying Life Insurance
26 January
Like any other insurance policy, life insurance has many variations to meet different users’ needs. Thus, before choosing one, you must determine what you need in a life insurance policy. The best way to determine the best policy is by evaluating...[Read More]
5 Things to do as you plan for the year ahead
19 January
People typically associate the new year with hope — a time for fulfilling plans, whether those are financial, personal or professional. The past year is finally over and you can now look forward to what the new year has in store. While it’s also...[Read More]
Helping kids with living expenses
12 January
There’s a family event of sorts that gives parents mixed feelings of sadness, apprehension and relief — and children a lot of excitement: when a child leaves the proverbial nest. Now, this can happen early during your child’s teenage years or...[Read More]