December 5, 2018
This is the view of Dr Michael Norton from Harvard Business School. Michael’s research indicates that money can indeed make you happy if you use it to buy experiences, time, or invest in others. Buying experiences – when we buy experiences, we don’t just buy the duration of that experience. Michael’s team’s research found that […]
November 22, 2018
It may be time to reconsider some myths about property investment. With so much emphasis on property in the media, it can be difficult to sort fact from fiction. But before investing in any type of asset—including property—it pays to consider the pros and cons, and any commonly held misconceptions. Here we bust 3 property […]
November 22, 2018
The Christmas trees and tinsel have been up for a while now at local shopping centres and villages. Combine the tinsel and alluring shopping strips with our best intentions to give our family a great Christmas experience and we get: Spending – and lots of it! As kids, it was all about receiving gifts and […]
November 13, 2018
Testimonial – Yenuk Watapuluwa Yenuk, what is the meaning of your name? The meaning of my name is “youthful.” My Grandpa named me. It is a very unique name and uncommon in Sri Lanka, where I was born. I believe Grandpa knew me well before I was born, because the name fits me perfectly. You […]
September 28, 2018
When was the last time you had a few hours spare – amid work, family, personal and social commitments? For many, having the time to sit down regularly and look over their financials is a luxury they simply can’t afford. According to a recent study undertaken by Financial Mindfulness, 1 in 3 Australians suffer from […]
September 27, 2018
As we age, our life and disability insurance premiums increase due to the risks associated with getting older. This is especially true after age 50, particularly for Trauma and Income Protection cover, as we see an increasing diagnosis of various cancers and heart disease in this age bracket. In some cases, it is possible to […]
September 21, 2018
We have recently had to introduce new or revised processes for a number of issues. Most of these are driven by new or changed regulations, legislation or ASIC (Australian Securities and Investment Commission) procedural requirements. Some of the newer pieces of ‘Red Tape’ are summarised below; 1. Identification Records Client Photo ID must be certified […]
September 13, 2018
With nearly one in three people planning to save their tax return, have you considered what you might do with yours? This year more than 75% of Australians expect to receive a tax return, with a large portion of the population planning to use the money they receive to take the edge off their financial […]
September 12, 2018
You clean out the fridge and organise the linen cupboard come spring-time, so why not give your finances a refresh too? If your finances include insurance, a budget, superannuation or multiple loans, it is important to spruce them up at least once a year. Here are a few simple tips to show you how. Tidy […]
July 20, 2018
You and your partner have made the decision to start a family. What a wonderful time it is! It’s a time filled with mixed emotions – joy and excitement right through to fear and trepidation. But that is just part of stepping onto the unknown path. Two things that usually go hand in hand when […]