Summary Investors must first decide on their investment objectives when choosing between active or passive investment funds. Content Investors must first decide on their investment objectives when choosing between active or passive investment funds. Investing in shares is a popular way of helping people to achieve their long-term financial goals. Read more…
Summary Investors’ decisions – both conscious and subconscious – have an important bearing on their long-term wealth. In this article, we examine the power of compounding. Content Investors’ decisions – both conscious and subconscious – have an important bearing on their long-term wealth. In this article, we examine the power Read more…
Summary Are you looking for a tax effective way to save for a child/grandchild? With housing affordability at a low and the ever increasing costs of education, wouldn’t you like a way to give your child or grandchild a financial head start? Content Are you looking for a tax effective Read more…
Summary Within this month’s update, we share with you a snapshot of economic occurrences both nationally and from around the globe. Markets hit record highs – US strong economic data – China data impress – Australian jobs hold up We hope you find this month’s Economic Update as informative as Read more…
Summary With interest rates at historically low levels, thousands of mortgage holders are able to pay off their homes faster; but interest rate movements mean different things to different people. Content With interest rates at historically low levels, thousands of mortgage holders are able to pay off their homes faster; Read more…
Summary What does financial success look like for you? Everyone has different hopes and dreams, but one thing shared by every individual goal is the need for a plan to make it happen. Whether you’re looking to save for an overseas holiday next year or you’re working towards a retirement Read more…
Summary Australians are very happy people. According to the World Happiness Report 2017, we rate number nine in the world. Aussies are blissfully buoyed by a high GDP, as well as social support and freedom to make life choices. According to another measure of happiness not mentioned in the report Read more…
Summary How much you can afford to spend in retirement is determined by a number of different factors including investment markets, your super balance and lifestyle. But is there more you can do to help yourself have a better retirement? Understanding your expected spending patterns and ensuring you have an Read more…
Summary If you haven’t checked the beneficiary details on your super lately, you might be surprised about what happens to your benefits if you die prematurely. By the time you retire, your super balance is probably going to be one of your biggest assets. For some people it could even Read more…
Summary The looming statistic that states 69% of us set New Year’s resolutions and yet only 8% achieve them is not surprising. However, it is never too late to finish what we started, whether it is to look after ourselves better, take more photographs or spend more time with our Read more…