The wallet challenge: Step 1 – your financial audit This 4 part series will get you ready to grow your wealth in the new financial year. Starting with an audit of your current financial position, this checklist will guide you through a review of all your assets – savings, super, properties etc and liabilities – loan payments, insurance policies, bills so you can get a clear picture of where you are at financially and where …
The 5 big bills you need to save for (Video) Some major expenses just can’t be avoided. If you can build up a savings buffer for these 5 big bills, you’re less likely to suffer from financial shockwaves, a big credit card balance and hardship when it’s time to pay up. If you’d like to get in the habit of saving more for those big bills, get some tips with our savings and budget checklist or team …
Affordable school holiday activities We asked our readers for their top tips to keep the kids entertained during the school holidays without blowing the budget. AMP News&insights ran a competition on Facebook asking our readers for budget-friendly ways to keep the kids busy in the school holidays. Art and craft, board games and movies at home all proved popular, as did visits to the park, playground, picnics, riding bikes and camping. And perennial favourites such …
Your money goals and how to reach them It’s easy to have big ideas about your financial future, but harder to achieve them. As most dieters know, you can follow the best dieting program, but struggle to stick to it. The same is true for your financial goals, whatever they include, and the plan you draw up to achieve them. Even with the best intentions, it’s easy to fall “off the wagon”. Life is full …
How will a financial plan help me reach my goals? (Video) Louise Lakomy CFP® Louise has a wide range of experience and depth of knowledge in all facets of financial planning providing advice over 15 years specialising in retirement strategies. As part of the Financial Planning Association’s Ask A Planner video series, Louise Lakomy CFP® answers the commonly asked question, “How can a financial planner help me achieve my goals?” If you have a question …
Get your new financial year game on We’re about three quarters of the way through this financial year, but don’t worry, you’ll be wearing a confident grin by June 30 with this list of eight things to do now to get new financial year ready. Download our checklist and tick them off as you go. 1. Check in on your goals There’s no point doing anything until you know what you’re doing it for. Write down your …
How important is saving vs investing at each life stage? (Video) Alexis Wheatley CFP® As Principal of Wheatley Wealth Management, Alexis provides high-quality strategic advice to help her clients create and preserve their wealth. As part of the Financial Planning Association’s Ask a Planner video series, Alexis Wheatley CFP® answers the commonly asked question, “How important is saving vs investing at each life stage?” If you have a question you’d like answered by a professional …
How to save money by reviewing your providers Review your utility and other service providers regularly to make sure you’re getting the best deal. I’m not someone who enjoys listening to hold music and I’d rather spend my time online shopping than checking out gas and electricity offers, so as long as the lights switch on, my shower is hot and I can stream Netflix, contacting my utility and other service providers is something I …
Money and other family values At a time when spending is becoming ever more streamlined, it’s even more important for kids to understand the value of money. But how can parents and schools teach important money lessons without making kids feel anxious about not having enough or want more than they really need? Discover tools and concepts that can help with financial literacy, at home and in schools. As kids, we learn a great deal …
Are you cheating on your partner – with money? Financial “infidelity” can be just as destructive as the more traditional kind. Discover just what financial infidelity might look like in your relationship and what to do if you find you’ve been lied to – or need to confess. Lying about money is on the rise What hurts more – having your partner hide another relationship from you, or lie about how much money …
