While we specialise in financial advice, wealth management and retirement planning, we’re also here to be part of the conversation. From industry news to expert insights, practical perspectives and client updates, explore the latest articles from our team.
Personal estate planning is an incredibly important undertaking. We all appreciate the significance of creating a will and making sure there’s a formal plan for our affairs when the inevitable occurs… but do you also have a Power of Attorney?
Shirley O’Connor and her daughter Kathleen O’Connor-Lee started SoKo Designs over a decade ago. The bespoke baby linen venture has grown from its humble beginnings to have a dedicated regular client base and provide an extra source of income. We talked to Kathleen about how the business has helped Shirley enjoy her retirement.
Running your own business can be extremely rewarding. Being your own boss and knowing that all the effort you put in goes towards your success… for many people this is a dream come true. But, how would you manage if something happened and you couldn’t work for a few months?
As ethical issues such as climate change gain attention in the media, more people are considering the impact of their investment decisions. Ethical investing has been named a major trend in the financial industry in 2019.
The mind is a funny thing… it can push you forward to achieve great feats or it can pull you down into a state of inaction. Your mindset is incredibly important when it comes to your wealth building because the right mindset certainly helps you achieve financial success.
Do you have ageing parents that you support while also caring for dependent children? Every dollar given away today could impact your own financial security in your retirement years, and perpetuating financial instability is the last thing you want to do.
Recent Age Pension changes, made by the government, have presented new possibilities to many older Australians. We have seen the media focus on cuts to deeming rates which offer a potential increase to payments and greater eligibility.
Everyone would love to have a crystal ball to tell us what will happen in the world of investments. Knowing when to expect ups and downs in the market and being ready to act accordingly would certainly make it far easier to strike it rich quickly.
We hear a lot about the gender pay gap… and we know that women tend to retire with far less in their superannuation accounts when compared to men.
Making the decision to engage the services of a financial adviser can be daunting. It is very important that you find the right person to help you along your path. We have some suggestions about the qualities you should consider when looking for an adviser to help you along your financial journey. First Financial Melbourne.
