Financial Planning & Advice

/Financial Planning & Advice
Financial Planning & Advice2018-02-22T15:05:17+00:00
bouquet of flowers on the aisle

2018 is going to be a big year for love and marriage in Australia – if you’ve found the one, congratulations! But what’s next – a home or a wedding? The answer depends on your own personal preferences, financial situation and goals. Here are some useful tips to help you decide and maybe get there sooner.

hand writing on a notebook

Here are a few New Year resolution suggestions for your finances that could make a big difference to your financial health in 2017 and beyond. If one of these appeals to you, please give us a call as we’d love to help you achieve your financial New Year resolutions this year.

gold coins

Gambling in Australia is a multibillion-dollar industry. And while we are in the midst of spring racing season – it is more evident than ever. So, why do Australians gamble so much?

cartoon of a man working on a PC

So you’ve found a new financial adviserIt’s the morning of the first meeting with your new financial adviser. How do you want it to go? Your adviser may ask you to do some things before the meeting, such as collect information. It’s really important you follow through on these requests. It also makes sense to take the time to get yourself ready. After all, it is all about you! Here are five things you can do.

old couple dancing

In your 70s, you’re living the high life. No kids, no work, lots of money! How could things get any better? This is a time where life is pretty good, but why shouldn’t it be? You’ve been busy all your life. Kids, property, mortgage, school – you’ve worked hard, why not enjoy it? Put your feet up, relax. This is your time!