Things to avoid as a newbie investor

Things to avoid as a newbie investor Whatever your age, if you’re thinking of dabbling in investments like shares, managed funds or cryptocurrencies, here’s a list of common mistakes which are generally worth steering clear of. 1. Failing to plan When looking to invest, it’s generally wise to think about: your current position and how much you can realistically afford to invest (consider what other financial priorities you have or existing debts you may be …

10 money conversations to have when your relationship heats up

10 money conversations to have when your relationship heats up It’s probably not the sexiest thing the two of you have on the to-do list but putting off talking about your financial expectations could see you butting heads. If you have been together for a while or are edging on making a big financial decision together, having the money talk could make a big difference to whether you go the distance. Here is a list …

10 money conversations to have when your relationship heats up

  10 money conversations to have when your relationship heats up It’s probably not the sexiest thing the two of you have on the to-do list but putting it off could see you butting heads. Whether or not money issues got in the way of past relationships, you may be thinking, there’s no way you’re going to pull back on that long passionate kiss you might get after work today to drop the f bomb …

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 goals that connect with your values, it’s easier to make decisions and take action that moves you towards them. “Working out your core values –  …

Defining enough – the fundamental question for your financial plan

Defining enough – the fundamental question for your financial plan Do all your future plans rely on having a lot more money than you do now? If the answer is yes, it might be time to think carefully about your values so you can put together a realistic financial plan that will bring you closer to the sort of life you want. Planning for your financial future doesn’t have to be about chasing more money. …

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 …

An additional 21 great investment quotes

An additional 21 great investment quotes Introduction Investing can be frustrating and depressing at times, particularly if you don’t understand how markets work and don’t have the right mindset. The good news is that the basics of investing are timeless, and some have a knack of encapsulating these in a sentence or two that is both insightful and easy to understand. In recent years I’ve written insights highlighting investment quotes that I find particularly useful. …

Is this your year to retire?

Is this your year to retire? If you’ve got retirement in your sights this year, we’ve got the ultimate checklist to help you retire in style. Discover how to prepare for this exciting new chapter in your life, safe in the knowledge that your finances will be taking care of you. 1. Explore your goals and make plans Enjoying retirement to the full isn’t just a matter of money. It’s just as important to have …

The power of financial planning

  The power of financial planning As father to his two beautiful children, a 21 month-old son and a new baby daughter, Dante De Gori has a whole new perspective on his priorities in life. Here he talks about how he’s preparing for the future and just how important a financial plan is to achieving important goals for him and his family. A different lens on life Two years ago Dante De Gori took on …

Planning is the key to making it financially

Planning is the key to making it financially If you’ve paid off your home, have a healthy stash of super and take an overseas holiday each year, you’ve made it financially. That’s the view of many Australians according to recent research.  A study by comparison site Finder found paying off the mortgage is the financial milestone 74% of Australians value most.  Having enough in super to retire comfortably comes a close second for 59% of …