1. Opting in

    ‘Protecting Your Super’ laws are making retirement savers think about the life insurances they need.’The new ‘Protecting Your Super’ laws which came into effect on 1 July 2019, are designed to ensure that super accounts are not unnecessarily eroded by fees and insurance premiums. Most people with...

  2. Getting to Know You

    ‘A good financial planner starts by knowing who you are and where you want to be.’ It’s an interesting habit that people get themselves into: talking about their life and their finances as if they’re two separate things.We approach this from a different angle. Your finances are a part of your li...

  3. Taxing Time

    The end of the financial year just passed and it’s time to get serious about taxes. If you are lodging your tax return yourself, it has to be done by October 31, and it’s worth being meticulous about it because it could be the difference between having several thousand dollars returned to you by ...

  4. Going Low

    In the first week of July the Reserve Bank of Australia dropped the official cash rate to 1.0%, the lowest is has been since the 1950s.

  5. Less is More

    The Australian superannuation scheme now has $2.8 trillion assets under management (as of March 2019) which makes it smaller than the Australian property market but larger than the market capitalisation of the ASX.

  6. 9 tips to improve your financial wellbeing.

    Here’s nine tips to help you improve your financial well-being.

  7. Protecting your financial future.

    We all know that unexpected events can and do happen in life, so it's important to have a financial back-up plan in place to protect yourself and your family.

  8. Royal Commission’s impact on financial planning.

    There’s been lots of talk about the Royal Commission (RC) lately but it’s time to explain what it means for the financial planning industry.

  9. Super changes could boost your future savings.

    When it comes to retirement you’re going to want to have enough income to afford the lifestyle that you’ve always dreamed of, right?

  10. Naughty or nice? Bad debt VS Good debt

    Recent figures reported by comparison site Finder.com.au show personal debt levels in Australia are among the highest in the world. So what kind of debt can be a problem?

  11. Avoid the festive budget blow-out

    Getting into debt at Christmas is easy to do, and can hang around for months afterwards. If this has happened to you, you’re not alone.

  12. What’s happening for Aussie Investors

    Aussie investors have had a dream run in recent years with both property and stock (shares) markets performing strongly with high returns. Why is this? It’s thanks to low interest rates, easy credit conditions, and solid economic growth