Category: Personal

list image

Investing on behalf of your kids

July 26, 2021

Investing on behalf of your children can help give them a financial leg up and introduce them to good financial practice at an early age. However It’s important to pick the right vehicle. Tax, social security and the appropriate structure will all affect your decision. Whether it’s birthday cash from proud grandparents, a slice of […]

Read More
list image

Tips for parents who become the bank of mum and dad

July 1, 2021

Aussie parents have coughed up more than $26 million to help their adult kids since COVID-19 hit our shores – and one in five is at financial risk from doing so. Parents helping their adult kids financially isn’t an unfamiliar concept in this country, but figures reveal mums and dads have forked out approximately $26.8 […]

Read More
list image

How to identify your spending triggers

February 17, 2021

Are you buying more to perk yourself up? You aren’t alone. Since the start of COVID-19, there’s been an increase in online shoppingi. But, if you want to get a handle on your add-to-cart habit, understanding why you spend money can help bring your purchasing patterns in line with your financial goals. We often talk […]

Read More
list image

Control your personal finances in a COVID world

November 15, 2020

Australians are becoming more engaged with their personal finances. It’s fair to say 2020 hasn’t quite panned out the way any of us thought it would. From local bushfires to a global pandemic it’s been a rollercoaster of a ride. But there’s growing evidence that Australians are tapping into their reserves of resilience to set […]

Read More
list image

Fear a market plunge? Hold your nerve.

April 28, 2020

The spread of coronavirus has been followed by some of the biggest plunges in share markets since the global financial crisis (GFC), both here in Australia and around the world. There’s nothing new about a market correction, but for those close to retirement in can be a nerve-wracking experience. If you’ve checked your superannuation balance […]

Read More
list image

What the coronavirus stimulus package means for you and the economy

April 7, 2020

With the COVID-19 coronavirus crippling the Australian economy and affecting livelihoods, the Australian Federal Government has announced a range of measures to support both businesses and individuals.  The total stimulus announced to date is worth $189 billion, or 10% of the size of the Australian economy, and the government has said more financial support will […]

Read More
list image

Coronavirus – what to watch for and what should investors do?

March 13, 2020

Coronavirus continues to rattle investment markets as the number of new cases outside China continues to rise posing increasing uncertainty over the impact on economic activity. Its impact has intensified following the collapse of The Organisation of Petroleum Exporting Countries (OPEC) discipline, causing a further plunge in oil prices and raising concerns about debt servicing […]

Read More
list image

5 saving graces of giftmas

December 9, 2019

Gift giving is one of life’s joys, until the credit card bill comes through. Here are five ways to maximise the love without blowing your budget.  According to a recent Financial Planning Association of Australia reporti, 85% of us find more joy in giving gifts to others than in getting them ourselves. Though we love […]

Read More
list image

What kind of money parent are you?

September 23, 2019

Many parents approach the topic of money differently, but could your way of doing things influence your kids’ success? The majority of Aussie mums and dads recognise that they’re accountable when it comes to shaping their children’s perspective around money matters. A recent report published by the Financial Planning Association of Australia (FPA), revealed parents […]

Read More
list image

Why people choose the wrong credit card

August 12, 2019

According to recent findings, three out of five Aussie customers are not receiving any financial benefits from having a credit card. It’s long been suspected that for many people, the humble credit card is a pretty poor financial product, which can end up costing far more than it returns in benefits. Now we have a bit more […]

Read More