News and Updates
Things are always darkest in the middle of the storm
This week has turned out to be a very turbulent week for markets. This is, of course, very hard to handle emotionally as we see our retirement savings eroded by events (interest rates rising/supply chain inflation/Russia invading Ukraine). However, this is the time that we need to remember my favourite saying – “shelter in place.”
Five Things I Have Learnt About Running My Own Business
A client recently asked me what I had learnt about running my own business, so I thought I would share my five things for five years - and, hopefully, I’ll have another ten more things to share in ten years!
Eight Ways To Increase Your Savings
Many of us want to increase our savings. Be it for a holiday, a large purchase or just wanting to have some money sat aside for a rainy day. Here are 8 practical ways to help you increase your savings.
Six Tips For Sticking To A Budget
“Don't tell me what you value, show me your budget, and I'll tell you what you value.” - Joe Biden
How Do I Invest Ethically (ESG Investing)?
Investing in companies that are ethically, socially and environmentally friendly is not only good for people and the planet, but it is proving to be good for business too.
7 Books and Podcasts For Investing Beginners
Some of my children have recently started their own investment journeys. Here are the books and podcasts I recommend to help anyone get started.
Three Tips to Help You Get Started Investing
If done right, investing can support long term wealth creation. Here are three things I suggest everyone considers before they start their investing journey.
5 Tips To Help You Plan For Your Retirement
Based on my conversations with clients, I’ve pulled together my top five tips to help you plan for your retirement – at any age.
How Do I Pick A Super Fund?
The superfund you choose may not only determine how much money you have to retire with, but where your super fund invests your money should also reflect your values and your appetite for risk.
What is a Self Managed Super Fund?
Setting up your own superannuation isn’t right for everyone, so it’s important to understand the basics and to ensure that you consider the right fund for your unique situation.
Eight New Year’s Resolutions To Help You Become Smarter, Happier and Richer
My Eight New Year’s Resolutions for your finances, to get 2022 (and the rest of your life) off to a cracking start.
Decoding an ETF DNA
When it comes to doing your homework on ETFs, understanding index construction is indispensable. Originally written by Ben Johnson, CFA, and shared by Morningstar.
How to Choose The Right Financial Adviser
Take the time to compare different advisers. Knowing what to expect and what’s in it for them, can make all the difference
How Much Superannuation Do You Need To Retire?
Tips and recommendations to help you plan for your retirement.
February Newsletter
In this edition: The Importance of Estate Planning | 5 Money Rituals to Adopt | Access to Advice Boosts Economy | Financials Return to Strong Dividends | SMSFs to Enter SuperStream Regime
January Newsletter
In this edition: Regulatory Compliance News | How Much Super Should I Have? | Researchers weigh in on cryptocurrency | 5 Financial Goals for 2021
December Newsletter
In this edition: End of Year Wrap | BT Ongoing Advice Fee Review | NSW Property Tax Proposal | Elder Financial Abuse | Barriers to Advice Costing $630bn | 21 Trends to Watch in 2021
October Newsletter
In this edition: Migration from BT Wrap to BT Panorama | Meetings Virtually a Permanent Change | 6-Member SMSF Bill Introduced to Parliament
September Newsletter
In this edition: Lonsec warns investors to buckle up | Value of Advice Report 2020 | Australia to introduce Director Identification Numbers | How can I make my retirement dream a reality?