Financial Planning Blog


Investing now: What to know
Investing now: What to know

Coronavirus has changed a lot of the world we now know. One notable change our Financial Planning team has seen is that more and more people are opening the conversation about investing. More to the point, how can they take advantage of the recent falls in the market. 

We sat down with our Financial Planning team to discuss the biggest questions they have been asked around investing in the current market. Here is what they had to say. .. Continued

May 15, 2020 by Maddison Royce

Life Insurance... Am I Still Covered?
Life Insurance... Am I Still Covered?

COVID-19 is proving to have disastrous affects for certain demographics, and this can cause concern. We are here to help alleviate that concern. Our financial planning division is here to provide professional and supportive guidance in the face of times like these. 

.. Continued

April 17, 2020 by Maddison Royce

Saving for the unknown
Saving for the unknown

The unexpected is bound to happen. This is practically guaranteed in life. So, what do you do when you are faced with a new financial challenge? While you might be ticking along, paying for everything you need, treating yourself to life’s luxury, and tucking a little savings away here and there. Have you thought though, if an emergency happens, how am I going to pay for it?  

  .. Continued

February 14, 2020 by Maddison Royce

2020: The Year of Managing Your Money
2020: The Year of Managing Your Money

Welcome to 2020, chances are you have gone a little too hard over the last couple of months. Between all the gifts and celebrations, your bank account might not be feeling as merry as you are. 

It is time to embrace “New Year, New Me, New Money”. Let’s dive into our six keys steps to help your money goals come to life in 2020.  .. Continued

January 02, 2020 by Maddison Royce

7 Tips to Save Money This Christmas
7 Tips to Save Money This Christmas

The festive season tends to bring out the worst of us when it comes to our spending. We have picked our top seven tips to keep you and your finances calm, cool and collected this holiday season. 

  .. Continued

November 29, 2019 by Maddison Royce

Finding Your Financial Adviser
Finding Your Financial Adviser

Choosing a financial adviser is a decision that requires care, thought and patience. Just like swiping through dating profiles, or picking your next series on Netflix, you don’t want to rush in and commit to something that is just not to your taste. Especially since a majority of people who look to engage with a financial adviser are often doing so in response to an event in their life that has made them become more financially conscious. This can be both good and bad situations, but either way, the process of choosing a financial adviser should follow the same method.

So, to help you navigate your way through the pool of advisers out there, we have created a shortlist of questions. These will not only help you narrow down who suits you but will also help you understand what you are also trying to achieve through financial planning. .. Continued

October 30, 2019 by Maddison Royce

What self-made millionaires did to get wealthy (that you can do too)
What self-made millionaires did to get wealthy (that you can do too)

Best-selling author Tom Corley interviewed 177 self-made millionaires to find out if they built their wealth using similar strategies. Turns out, there werecommonalities in every case.

  .. Continued

October 04, 2019 by Sarah Robinson

3 steps young people can take to boost cash flow
3 steps young people can take to boost cash flow

New research into Australia’s economy has found that from January 1 to 31 March of this year, debt increased for 18 to 29-year olds more than any other age group in Australia. As debt increases, cash flow becomes a problem. 

  .. Continued

September 13, 2019 by Sarah Robinson

How to find the right financial planner for you
How to find the right financial planner for you

Anyone who has transformed their life in some way knows the value of professional advice – whether it’s building fitness at the gym, learning a language or setting financial goals for the future.

  .. Continued

August 30, 2019 by Sarah Robinson

Planning for retirement? Here’s what you need to know
Planning for retirement? Here’s what you need to know

If you’re considering retirement it’s important to have some kind of strategy. Of course, thinking about retirement income can be scary, but the sooner you begin to make a plan, the more peace of mind you will experience.

.. Continued

July 26, 2019 by Sarah Robinson



HOME