Financial goals for different ages

Financial goals for different ages

Managing your finances can be challenging at any age, but with some simple guidelines to follow along the way, it is possible to minimise stress and maximise outcomes when it comes to your financial future. Your 20’s This is the age to start actively building your...
Financial Housecleaning for EOFY

Financial Housecleaning for EOFY

End of financial year is a great time to give your finances a “spring clean”. By doing your financial housekeeping now, your finances will be in great shape and ready to move into the next financial year. These tips will get your finances spruced up and ready to take...
What to look for on your super statement

What to look for on your super statement

Ensuring your superannuation is on track is important for your future and can have an impact on how much money you will have when you retire.  Most funds send out superannuation statements once a year, usually at the end of the financial year, while others send out...
How important is money to your wellbeing?

How important is money to your wellbeing?

While there is no doubt that money is important in that it allows us to meet the basic requirements of living such as food and shelter, but how true is the old saying “money can’t buy happiness”? Australian Unity conducted a study over a 15 year period to determine...
Estate Planning: When should I start?

Estate Planning: When should I start?

It is never too early to start, and if you have a mortgage, a family and other assets then you should be considering starting your estate planning now. What is estate planning? Put simply, Estate Planning is developing a strategy or plan to deal with your assets after...