Throughout our lives, we have many significant moments that help to shape who we are and how we live. Financial planning for major life milestones can help keep us moving forward and support our financial security for many years ahead.
Proactive business succession planning is critical, especially as an ever-increasing number of baby boomer business owners approach retirement. We take a closer look at succession planning and David Pitt discusses the role buy/sell insurance can play.
Whether your kids are boomeranging back, or they are yet to leave home, it’s important that you set expectations and create practical boundaries within your household. The truth is… your kids aren’t really kids anymore, so you should resist the urge to fall back into full parent mode.
During challenging times, it can be extremely beneficial to have a trusted financial adviser. Someone who knows your personal situation and can help you navigate the uncertainty with sound advice and professional assurance.
There is never a good time – or age – to be out of work. But for those over 60, it can feel particularly painful. If you have lost a job or been made redundant, the hardest part is knowing what to do next.
Owning your home outright is often a key financial goal for many Australians. But should you be solely focused on paying your mortgage off early to save on interest costs? Or are there other ways to optimise the spare dollars you have?
When you start investing in the share market, you embrace the process with optimism. Unfortunately, market volatility can dent your optimism and set you on a roller-coaster of emotions.
Redundancy can be a life changing experience filled with many mixed emotions. The uncertainty of unemployment can feel overwhelming, but by taking control of your finances you can secure your lifestyle today and into the future.
Reducing expenses and saving money might seem like an impossible task in the current climate… but there are some practical steps you can take today to help create habits that will benefit you far into the future.
As the workforce changes, many people are regularly moving between jobs… and with every new employer, it’s not uncommon to leave the set-up of superannuation to the accounts department. Therefore, it’s entirely possible that by the time you reach the age of 40 you may have multiple super funds.
