The wallet challenge – savings and budget checklist

The wallet challenge – savings and budget checklist Budgeting and savings might sound very basic, but many people find it difficult to get these fundamentals right, or don’t have these in place at all. Here are some tips to help you get started, and on the right track to building your …

Investment checklist: Developing an investment strategy

Investment checklist: Developing an investment strategy No matter what stage of investing you are at, it’s important to have a strategy that matches your goals and personal needs and to keep checking that it’s working for you. Here’s a checklist of issues and questions to help you along your investment …

Seven rules for success

Seven rules for success If you’re ready to start living your dreams, it might be time to change the rules you live by. Actor Charmaine Bingwa and CEO Kylie Travers tell us about the rules that have kept them moving on the path to success. 1. Know what your values are When you set …

Investing for a rainy day: Key investment concepts you should understand

Investing for a rainy day: Key investment concepts you should understand Rather than saving for a rainy day, as the old saying goes, why not save and invest now to achieve your future financial goals? Here we look at some advice from leading financial planners on the key concepts that …

Top 5 financial regrets

Top 5 financial regrets We all make bad decisions about money from time to time. But what if you could avoid future financial errors by learning what others have done and wish they hadn’t? In our Live the Dream survey we asked Aussies for their top financial regrets so you …

Wealth creation – what works for financial planning clients

Wealth creation – what works for financial planning clients Want to know how to set yourself up for a better financial future? Get tips from 6 top financial planners on behaviours that lead to success in wealth creation. 1. Set goals and make a plan – Michelle Tate-Lovery CFP®, Principal Adviser …

Where does all my money go? Save money on your three biggest expenses

Where does all my money go? Save money on your three biggest expenses 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 …

Sharing financial wisdom between the generations

Sharing financial wisdom between the generations Money know-how can come from anyone, young or old. When it comes to financial wisdom, author and speaker Kylie Travers and actor and singer Charmaine Bingwa have taken their lead from the previous generation. Save and save some more There’s no getting around it, …

To save or invest?

To save or invest? In today’s low interest rate environment, it’s hard to get ahead with your savings to buy a home or other personal goals. But if you don’t have much to lose is it too big a gamble to be investing your money instead? This article draws on …

5 financial hacks to set you up for life

5 financial hacks to set you up for life With life’s big financial milestones just around the corner getting off to a good start in your 20s and 30s will help set you up for financial freedom later in life. We asked senior financial adviser, Nga Vu, from Kearney Group, for …