The four steps to a better retirement

The four steps to a better retirement Today, with Australians living longer and healthier lives, the concept of retirement is much different to what it was only one generation ago. For each retiree, retirement is different. Typically, there are four areas that need to be considered to help you better …

7 steps to wealth and living well

7 steps to wealth and living well 1. Time is critically important When it comes to superannuation and savings it’s very important to remember that time waits for no one. So I’ll always encourage my clients to start saving right away, even if it’s just a modest amount. Compound interest …

Simple steps can have a big impact on your money situation

Simple steps can have a big impact on your money situation Doing nothing may be the path of least resistance, but it could cost you in the long run. Taking a few simple steps can be the difference between forging ahead financially and merely coasting along. And, action – rather …

Simple money steps for women

Simple money steps for women The same approach to managing day-to-day money can be applied to long-term investments.  It was Carrie Bradshaw, of Sex and the City fame, who said: ‘I like my money where I can see it – hanging in my closet.’ While that might sound trite, it’s …

4 steps to help protect portfolios against political risk

08 November 2017 4 steps to help protect portfolios against political risk When Australia’s High Court ruled deputy prime minister Barnaby Joyce ineligible to sit in Parliament because of his dual New Zealand citizenship, the decision briefly sent tremors through equity and currency markets. It was a clear reminder that …

Eight steps to improved cashflow… and lifestyle

  Eight steps to improved cashflow… and lifestyle Imagine feeling on top of your finances. Knowing you’re in a position to enjoy your life today, while also saving for tomorrow. If that sounds good to you, you’re not alone. In a recent survey, 54% of Australians aged 55-64 strongly agreed …

3 Steps To Get Your Credit Card Charge Back

3 Steps To Get Your Credit Card Charge Back With the end of the season of festivities over, it is time for most of the people– who’ve spent lots of their fortune on making holidays fun for their family and friends – to look back at their credit card bills …

Seven steps to cutting debt

  Seven steps to cutting debt It’s time to drop your debt weight and get financially fit.  You enjoy a challenge – right? Then step towards financial fitness by cutting your debts this year. Understand and embrace your debt. Firstly, work out where and what type of debt you have …

3 Steps to Erase Your Money related Fears

3 Steps to Erase Your Money related Fears Fear and money are the chips of the same block. They are in tandem and complement each other like fish and chips or bagels and cream cheese. Money today is integral to the survival and life style of a person. It is …