Tag: Wealth

How should I approach investing at each life stage? (Video)

How should I approach investing at each life stage? (Video)  Brian May CFP® Brian May is a financial planning and wealth management specialist, with over 20 years’ experience in financial services and international merchant and investment banking. As part of the Financial Planning Association’s Ask a Planner video series, Brian May CFP® answers the commonly asked question, “What approach to investing is optimal at each life stage?” If you have a question you’d like …

Blog / FP - Investment / FP - Wealth / Money & Life - Ask a Planner / Money & Life by FPA   / / / / / / / / /

How can I decide what level of risk is right for me? (Video)

How can I decide what level of risk is right for me? (Video)  Brian May CFP® Brian May is a financial planning and wealth management specialist, with over 20 years’ experience in financial services and international merchant and investment banking. As part of the Financial Planning Association’s Ask A Planner video series, Brian May CFP® answers the commonly asked question, “How can I decide what level of risk is right for me?” If you have …

Blog / FP - Investment / Money & Life - Ask a Planner / Money & Life by FPA   / / / / / / /

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 is your best friend when it comes to saving but it needs time to work. Although starting to save early is the ideal, it’s never …

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Can you afford a divorce?

Can you afford a divorce? With divorce happening later in life[1], Australians are taking the financial hit that comes with the end of marriage at a time when they’re at the peak of wealth accumulation. While saving money may not be a reason to stay together, it’s worth knowing what kind of impact divorce can have on your financial position. And if separation is on the cards, how can you limit the financial and emotional …

Blog / Money & Life - Family and Life Events / Money & Life by FPA   / / / / / / / / / / / / / / / / / /

Downsizing should be a choice, not a wealth strategy

Downsizing should be a choice, not a wealth strategy Downsizing to a coastal town or regional hub can hold lifestyle appeal, but don’t bank on it as a strategy to fund your retirement. For many empty nesters, who may not have had the benefit of employer-paid super throughout their working life, the value of the family home can be seen as the jewel in the crown of a retirement funding strategy. After all, who cares …

Blog / E - Paul Clitheroe / FP - Financial Planning / FP - Retirement   / / / / / / / / / / / / / / / / / / / / / /

Australian’s love affair with debt – how big is the risk?

Australian’s love affair with debt – how big is the risk? Key points Household debt levels in Australia are high compared to other countries and still rising. The rise is not as bad as it looks because its been matched by rising wealth and debt servicing problems are low. However, this could change as interest rates rise and if home prices fall sharply. The trigger for major problems remains hard to see but its worth …

Blog / E - Economics / E - Oliver's Insights   / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / / /

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 they’d like that too.i Yet, many of us don’t feel like we’re in that position. Financial stress is actually so common that 24% of Australian …

Blog / E - Financial Snapshot / FP - Budgeting / FP - Credit & Finance / FP - Financial Planning / FP - Insurance / FP - Managing Money   / / / / / / / / / / / / / / /

            If you’re looking for a home loan, Financial Partners (TAS) is here to help. If it’s your first home, or if it’s time to renovate, refinance or invest, we’re here to help make it happen. Contact us now  03 6343 1007  Ask for Whitley. Why should you use a mortgage broker?  There are lots of good reasons why …….. We streamline the process.The first step is ………  Get started …

Where’s the best place to put your money?

Where’s the best place to put your money? When it comes to deciding between super and your home loan there’s a lot to consider. If you’re paying off your home loan but you also understand the value in building up your super, you may find yourself trying to balance your present needs with those you’ll have in your future. So how can you straddle the short and long terms and give yourself the best of …

Blog / FP - Managing Money / FP - Property & Real Estate / FP - Super - Accumulation / FP - Wealth   / / / / / / / / / / / / / / / / / / / / / / / / / /