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Estate planning explained

Estate planning explained

Apr 06, 2021

Estate planning is much more than just a will, its about planning for what happens to your assets and affairs after you die. As well as who takes care of your affairs in the event that you lose capacity. Estate planning is an essential part of any financial plan and... read more
CBA BNPL Take II

CBA BNPL Take II

Mar 24, 2021

A few months ago, I wrote about Commonwealth Bank and NAB half-heartedly throwing their hat into the BNPL ring with new instalment credit cards. These new credit cards allowed users to rack up credit as per normal, but instead of paying interest (and receiving the... read more
SMSF vs Retail super fund

SMSF vs Retail super fund

Mar 15, 2021

When it comes to super, it can be a hard choice between which fund you should go with, do you change funds, or should you start your own SMSF? All these questions are hard to answer, that is why we have completed a comparison between SMSF and Retail super fund, to... read more
What Appened?

What Appened?

Mar 11, 2021

It has been a wild year for Emerging Companies Portfolio stock Appen, with the artificial intelligence tech enabler seeing its share price plummet below $20 when Covid hit in late February 2020. Previously the Appen stock rallied hard with many tech peers over the... read more
Teach kids the value of money

Teach kids the value of money

Mar 05, 2021

Teaching your kids, the value of money is one of most value lessons you can teach your children. Start early by explaining to them where money comes from, how to budget and how to spend wisely and how to set saving goals. You don’t need to be an expert to teach your... read more
Tips for paying off Debt faster

Tips for paying off Debt faster

Feb 22, 2021

Australian household debt has steadily risen over the past three decades as more of us aim to own homes and continue to rely on products such as car loans and credit cards. In fact, the ratio of household spend to income has more than doubled between 1995 and 2015,... read more
Your guide to residential aged care

Your guide to residential aged care

Feb 12, 2021

Whether you’re considering options for yourself or deciding how best to help someone close to you, residential aged care can be a complex area requiring careful thought. The uncertainty surrounding where to move, how much it will cost and where the money will come... read more
The Power of Growing Dividends for Income Investors

The Power of Growing Dividends for Income Investors

Jan 22, 2021

If you sit down with a financial advisor, the first thing they will tell you is that your age will be a huge deciding factor on your investment strategy. When you are young, you have most of your working life in front of you, which means you can take more risks as you... read more
Take care of your finances in 2021

Take care of your finances in 2021

Jan 15, 2021

2020 was a challenging year to say the least, with the impact of the global pandemic affecting everyone. For many, 2020 was the year they tightened their belts on their finances, with impacts of job loss or reduction of pay. 2021 is a new year, even though COVID is... read more
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