Many people are finding themselves in a situation where they need to provide financial support to their aging parents. Balancing the responsibility of helping your parents financially while saving for your own retirement, is no doubt challenging. Effective financial planning can help you provide for your parents while still securing your own financial future. Assessing […]
Love song dedications are out the window and you’re wondering how you’ll move forward, not to mention divide your money, possessions and debts. But what about what you’ve saved in super? Breaking up is hard to do. It can be an emotional rollercoaster, with lots to consider – Do you have to move? Who’ll get […]
Transferring money to children can be one of the most valuable financial steps parents can take. Most of us would have heard the old saying – probably from our parents – that “money doesn’t grow on trees”. In other words, rather than being freely available, money generally needs to be earned. It’s still a powerful […]
The three biggest drains on our money are paying for housing, food and transport; and there’s no getting away from the fact that it is unlikely we can live without any of the ‘big three’. Here we look at some ways of how to save on these items. Saving on rent in the Big Smoke […]
Australians lost over $3 billion to scams in 2022 alone. With investment scams being the most common, consider these insights so you can better protect yourself from online criminals. This is a story where scammers created a website and emails that looked legitimate. What was the scam? An example from Colonial First State (CFS) A […]
The festive season is fast approaching and with it, all the wonderful things an Aussie summer Christmas brings. With gifts, parties, food and beverage costs, however, it can be tough on the wallet. Here are some tips and tricks to get you through the silly season and help you stick to a realistic budget. Make […]
We all want to live a good life with our partner, but does that have to include fine dining every night and travelling to exotic destinations? Here are five tips for enjoying the best in life without blowing the budget. Keep track of the little things Everybody’s idea of living well is going to be […]
Transferring money to children can be one of the most valuable financial steps parents can take. Most of us would have heard the old saying – probably from our parents – that “money doesn’t grow on trees”. In other words, rather than being freely available, money generally needs to be earned. It’s still a powerful […]
If your health ever takes a turn for the worse, you may need to make a claim on your life insurance. Here’s a summary of how the claims process works and how I can help you along the way. When would you make a claim? The reasons for making a claim vary depending on the […]
The probability of you developing a serious illness or getting involved in an accident so severe you’re unable to work, may seem highly unlikely… until something happens. It’s often small events that remind us we’re not completely in control of these possibilities, which is exactly what life insurance is for. Unfortunately, there are a lot […]