Safeguarding Your Retirement Plan
From wills to long-term budgeting, there’s a lot to think about when making your retirement to-do list. Here’s some tips to make sure you’ve ticked all the boxes. 1. Check your will Without a valid will, an administrator will be appointed to manage your estate, which...
read moreInvesting for your future – A tale of two investors on putting your goals first
A goals-based investment approach isn’t focused on ‘beating the market’. It’s about tailoring your investment choices to meet your personal goals. Performance comparisons are unavoidable in the investment world. Every day we see investment managers who measure their...
read more6 Secrets of Successful Investors
The investment world can change dramatically from one month to the next. But these secrets of successful investors never go out of style. Successful investing can be one of your biggest allies in the quest for long-term financial security. Unfortunately, unsuccessful...
read moreThe real costs of owning property – Do investment properties really add up?
Property holds a special place in the hearts and minds of Australians but do we let our love for property cloud its true value as an investment? A strong property market, low interest rates and generous tax breaks like negative gearing provisions have all been magnets...
read moreWhen to Review Your Mortgage
By now you’ve undoubtedly seen many e-mails, tweets, blogs and other announcements stating that the Reserve Bank of Australia has cut interest rates to a record low of 1.50%, For various economic reasons interest rates in Australia have been falling since November...
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