8 family finance tips to have more money

8 family finance tips to have more money How can you make a difference to your family finances in the year to come? By acting on even one of these eight tips you could be finding yourself a lot better off in 12 months’ time. And if you do all eight, the sky’s the limit. Cameron McLean is a Financial Planner AFP® with Acumen Wealth Management in Perth. His special area of interest is helping families to be …

Aussie attitudes to finance across the generations

Aussie attitudes to finance across the generations From Gen Y to Gen X to the Boomers, are attitudes to finance really that different between the generations? “Young people don’t understand the value of working hard and saving for the future.” “Baby Boomers are ruining our chance to buy a home.” People of all ages will express opinions about the older or younger generations, but are we actually any different in our attitudes to finance? The …

What is an index?

What is an index? When people talk about the share market having gone up or down, what they are usually are referring to is an index. But what is an index and why is it important? An index measures how a certain part of the share market is performing. Typically, each index consists of the shares that make up that part of the market. By combining these shares together, the index will give you a …

Relationship rules for your finances (Video)

Relationship rules for your finances (Video)  Your relationship might be rock solid. But any romance can come unstuck when you fall out over money. Keep those financial squabbles at bay with our friendly guide to joint finances. If you have a question you’d like answered by a professional financial planner please email us at financialpartners@financialpartners.com.au. We’d love to hear from you. This video contains general financial advice only. It is provided by an Australian Financial …

When is the right time to downsize?

When is the right time to downsize? Downsizing from a larger family home to somewhere smaller can be an obvious choice when retirement is on the cards.  For others it’s a necessity and something they do reluctantly. So when it comes to timing your decision, what’s the right approach to getting the best outcome for you and your finances? When is the right time to downsize? We talked to CERTIFIED FINANCIAL PLANNER® professional Anne Graham, principal …

Get your new financial year game on

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 …

What to expect from a financial planner (Video)

What to expect from a financial planner (Video)  What to expect from a financial planner So you’re meeting with a planner. What can you expect to share and learn about your finances during your experience? Find out in our short video about what to expect. Not sure whether you’ve reached that life stage where you need support and advice from a financial planner? Discover 5 good reasons you might have for seeking financial advice. And if …

All gain, no shame: What to expect from a financial planner

All gain, no shame: What to expect from a financial planner So you’re a busy couple building careers and a better future for a young family. Getting professional financial advice might seem like something you’re not ready for yet. But what if seeing a planner could bring you wealth and peace of mind without distracting you from important goals? We all make mistakes with money from time to time. And most of us wish we …

Plan more, worry less

Plan more, worry less Want to make money worries a thing of the past? A new year can be a great time to take control of your finances and enjoy greater peace of mind, now and in the future. New year, more stress Thanks to the post-spending hangover many of us suffer after buying big for the festive season, the new year can start with an unhealthy dose of financial stress. According to a 2017 survey …

The best money blogs and financial advice for 20-somethings

The best money blogs and financial advice for 20-somethings  Are you a 20-something, a Millennial, a Gen Y or a Gen Next? Actually, it’s a trick question, as they’re all the same thing. Whether you believe such a label applies to you or not, you may think managing your money better isn’t something you should be doing until you’re 30-something and living in your own home with kids. Here we feature some money blogs to …