Live Without Fear

In the last 12 months I have had to learn to embrace fear. Walk towards what is uncomfortable, then grab it with both hands, and not let go. What a ride it has been. I thought starting my business just over three years ago, walking away from a comfortable salary was the biggest challenge I […]

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Collect Moments Not Things

With the silly season now behind us and many of us back to the daily grind. What is that you remember about Christmas. Is it the moments with family and friends or the gift you received? It is times like this we should reflect. Not make promises of change with New Years Resolutions, but spend […]

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The Employment Time Bomb is Ticking…

The reality that faces many senior executives working in the corporate world as their mid 50’s approach is one a fear. You spend 30 plus years building a career, showing your worth the a company, only to find yourself replaced by a younger model. It is almost a unspoken of truth, the chatter around the […]

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Lessons from the financial crisis more than five years on

It’s been more than five years since the worst of the Global Financial Crisis (GFC) hit equity and bond markets. While flow-on effects continue to affect financial markets, there are many lessons we have taken from the crisis that can be applied to wealth planning. Here are our top five lessons from the GFC to […]

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Don’t be Caught Out by the New Account Based Pension Rules

Do you receive an income support payment from Centrelink? Then you need to know about changes that start from 1 January 2015 that have the potential to reduce your income support payments in the future. Let’s take a look at what the changes are and who is affected. In early April 2013 the previous Federal […]

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Under-Insurance, not the time to be “trendy”

Author: James Poka As Australians we do know a growing trend when we see one. Lets think about a recent trend we are all guilty of taking a part of; When It all of a sudden became “cool” to have a personal trainer or “cool” to be forever starting a new diet! Don’t get me […]

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Financial Management For Gen Y

Wealth management and planning for the future is not just for married couples and older people. Planning for the future while you are still young can have a lot of benefits for you in the long term, particularly when it comes to your retirement. According to the Australian Bureau of Statistics (ABS), in 2006, 31% […]

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When An Insurance Policy Becomes A Life Saver

It’s hard to truly appreciate the role insurance can play in your life until you need to claim. Here are some real life examples of the incredible difference it can make. There aren’t too many products you buy in the hope that you’ll never need them.  Life insurance is certainly one of them. But for those families who have had to claim on their policies, the difference it can make in their lives can be extraordinary. The following stories come from real […]

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Know What You’re Leaving Behind

We all like to think we’ll leave a lasting legacy – but good planning is key. If you’re not sure what would happen to your assets if you passed away, it might be time to formalise your estate plan. Your personal assets (‘estate’) will one day be divided among the people you love and the […]

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Dos & Don’ts Of Property Investing

Low interest rates are giving many investors an added incentive to look at investing in property – either directly or through their SMSF. We look at some of the things you should look out for before you sign on that dotted line. Australians have always had a love affair with property. But that affair could […]

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