Financial planning & goal setting

13 January, 2022

FIRE: Financial independence retire early

Have you heard about FIRE? Documentaries, blogs and media coverage are helping to drive the movement and as we are still experiencing the financial disruptions of the global pandemic, it is becoming increasingly appealing to many Australians.

11 January, 2022

How a financial adviser can help business owners

It’s not unusual for business owners to have competing priorities. Focused on sales and business growth, stock control or production cycles… the list is endless. It’s also not unusual for them to put their own financial plans to the side while they are engrossed in the business… but this can be detrimental to their long-term financial future.

21 December, 2021

Financial tips for students

When you are a student you are deep in the throes of learning about your chosen subjects… but this is also the time to form some great money management habits. Living on a tight budget can help you gain financial skills that will last a lifetime.

9 December, 2021

Have a happy and healthy retirement

It might sound crazy… but money isn’t everything. Yes, it’s important to be financially secure, but for you to have a happy and healthy retirement there are many other factors that you need to consider.

23 November, 2021

Do I need a financial adviser?

Seeking professional advice can be beneficial when you want to maximise your wealth building opportunities, and this is when you might ask yourself, ‘Do I need a financial adviser?’

9 November, 2021

Different types of super funds

Did you know that ​​as of the end of the June 2021 quarter, the total balance of Australian superannuation assets totalled $3.3 trillion? Understanding the different types of super funds is the first step in making sure you select the most appropriate fund for your needs.

21 October, 2021

Why you should choose a self-licensed financial adviser

The financial services industry has been under a microscope for the last few years. This is why you should be on the lookout for a self-licensed financial adviser. Being self-licensed gives the adviser a greater degree of autonomy and means they are more likely to work with you to understand your unique needs and financial goals.

29 September, 2021

Tax implications of employee share schemes

Many global corporations utilise employee share schemes as workplace incentives. They are an effective way to encourage retention and motivate employees to do their best for the organisation. But there are potential tax implications you need to know about.

13 August, 2021

Family trusts and investments

Do you have or are you considering creating a family trust? Here in Australia they are becoming increasingly popular and with good reason. They have unique advantages and can help you with your financial planning, investments and tax distribution.

27 July, 2021

Why we don’t invest in cryptocurrency

Bitcoin, Ethereum, Tether, Dogecoin… it is an ever expanding field and there are thousands of different cryptocurrencies in existence. We take a look at the realm of virtual currencies and Graeme Quinlan discusses why we don’t invest in crypto.