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]

Achieving Your Big Picture With Your Finances

2 March

Even as children, people create this big picture in their minds — a reflection of how they envision their life to be. Whether your big picture is similar to what’s called the Australian Dream (home ownership as the key to a better life) or...[Read More]

Achieving a feeling of pride in retirement

2 February

Are you the employee who eagerly waits for retirement day or one who fears it because they are not prepared? While there is no blueprint for a happy retirement, some actions can help increase the chances of having an enjoyable life after...[Read More]

5 Ways to Live Your Best Life After Retirement

25 January

Have you ever thought about life after retirement? If you have, you most likely think about the best things in life: a happy family, good health and wealth. The only way to make this dream retirement a reality is to have the right retirement...[Read More]

5 Things to do as you plan for the year ahead

18 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]

The fundamentals of financial responsibility

8 December

Financial responsibility refers to the practice of handling money and other assets in a way that is in your (as the owner of the assets) or your family’s best interest. Being financially responsible entails a certain level of proficiency in...[Read More]

Most common financial mistakes

30 November

The 5 Most Common Financial Mistakes It’s easy to make mistakes with money, especially if you’re unaware of how dire the consequences of your actions could be. Here, we’ll look at some of the most common financial mistakes people commit that...[Read More]

Why Should You Start Setting Financial Goals?

16 November

Saving a few dollars today can add up to a lot of money later on – cash that you can use to start investing, pay off your debt repayment, or save for retirement. But to ensure you have a clear direction and achieve what you want, you need to start...[Read More]

6 Tips on teaching your kids about investment

19 October

How to Teach Your Kids About Investment As a parent, you want what’s best for your children. This is why you teach them about cleanliness, health, nutrition, good behaviour, the value of education and so on. But how come very few parents take the...[Read More]

Seven tax planning strategies for small business

19 October

Tried-and-Tested Tax Planning Strategies for Small Businesses Every dollar counts in business, especially for small enterprises. Therefore, you need to find ways to minimise your tax liability in addition to optimising income or profit. With a small...[Read More]

PM reaffirms no change to tax cut policy

12 October

Deputy Prime Minister Richard Marles has defended the Albanese government’s position on the stage three tax cuts, saying it hasn’t gone back on its promise. Mr Marles said while the government was openly discussing the pressures placed...[Read More]

3 tips to retire comfortably

5 October

Whether you’re planning to retire soon or have another 10 years or so before you actually do, you want to be prepared when the time comes. After all, having enough money to live a happy, comfortable retirement is essential. But how much is...[Read More]

Economy woes cloud tax cut ahead of budget

5 October

With a recession looming and rate hikes hurting hip pockets, a fight over tax cuts is escalating as Labor prepares to deliver its first budget in almost a decade. Government ministers have consistently stood by legislated stage-three tax cuts, which...[Read More]

Consumer spending slowdown starts to show

14 September

Rate hikes and the soaring cost of living are finally starting to weigh on household spending. Non-essential outgoings decreased in August, according to CommBank’s household spending intentions index, with sectors such as travel,...[Read More]

Retirement activities you can look forward to

1 September

Contrary to popular belief, retirement is not only about rest or relaxation. After all, your interests and objectives in life could change. The goals you have today could be very different from those you have in mind for retirement in a few...[Read More]