An introduction to ‘ethical investing’ | Money & Life

An introduction to ‘ethical investing’ Growing concern about a range of environmental and social issues is fuelling a rise in ethical investing in Australia. Here’s a look at this fast expanding sector. For many personal and financial reasons, a growing number of investors are seeking to apply an ethical lens to their decision making. For some it’s about using their funds to drive change on issues like the climate, animal cruelty or human rights abuse. …

How to give your finances a health check | Money & Life

How to give your finances a health check How healthy are your finances? Isn’t it time you put your own financial wellbeing front and centre? You can take control of your financial future quickly and easily, with a simple financial health check. Just like your physical health, it’s worth giving your finances a check-up once in a while. Over time, unhealthy spending habits can creep in, threatening to derail your progress. Here’s how to give …

What can a financial planner do for me in 2021? | Money & Life

What can a financial planner do for me in 2021? With the ups and downs of the COVID-19 pandemic largely behind us, now’s a great time to revisit your finances. So should you seek the help of a professional financial planner, or can you ‘do it yourself’? Read on to find out what a financial planner can do for you. After a rollercoaster 18-months, the financial shocks of the COVID-19 pandemic are finally receding from …

What’s the difference between a financial planner and an accountant? | Money & Life

  What’s the difference between a financial planner and an accountant? When it comes to getting professional advice on money matters, should you be looking for an accountant or financial planner? Find out how they’re different and what services each one offers to help you manage your finances. When you’re looking for help on anything to do with money, finding the right person to turn to for advice can be a challenge. According to a …

5 financial hacks to set you up for life | Money & 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 CFP®, from Kearney Group, for some simple ways to manage your finances each step of the way. Getting married Q: Transitioning from ‘my’ money to ‘our’ money can …

7 little ways to be better with money | Money & Life

7 little ways to be better with money Forget New Year’s Resolutions that never work. Discover these 7 essential ways to change your money mindset and behaviour for good and feel richer for decades to come. 1. Develop your own value One of the most important investments you can make is in yourself. Whether that’s reading up on something that interests you, improving your skills and education, getting expert support from a coach or mentor …

Where to seek advice in uncertain times | Money & Life

Where to seek advice in uncertain times The COVID-19 pandemic is a global crisis and people the world over are experiencing impacts in their lives as a result. To keep your anxieties about money to a minimum, find out where you can turn for help to secure your finances and income. With the ongoing escalation of the COVID-19 crisis many people are struggling. Huge changes are happening and we’re all being affected, socially, emotionally and …

Getting personal insurance right

Getting personal insurance right Does everyone need life insurance? Is the policy you’re paying for through your super fund enough? Deciding what sort of personal insurance is right for you and how much cover you need takes time and asking the right questions about your individual situation. Find out more about what you need to think about to get the right insurance to protect you and your family.  With recent media coverage about insurance sales …

Home sweet home: Your guide to the FHSSS

Home sweet home: Your guide to the FHSSS The First Home Super Saver Scheme (FHSSS) came into effect on 1 July, and the property market has started cooling, so could the time have come for first-home buyers to make their move? CERTIFIED FINANCIAL PLANNER® professional Jeremy Chiel from Stonehouse Group shares some insights into the challenges and solutions facing younger people when it comes to home ownership. Housing affordability has been in and out of the headlines, …

So, you’re starting a business…

So, you’re starting a business… Whether you’ve been plotting it for years or just recently decided to go for it, starting your own business is a big leap. Now that you’re taking the first steps, pause for a moment to consider some often-overlooked factors that will set you up for success. While these may not be as exciting as dreaming up your vision or designing your marketing, building these tasks into your planning will give …