Financial planning & goal setting

17 October, 2018

A guide to helping your children buy a home

It’s no secret that it’s becoming increasingly difficult for young Australians to buy their first home. So, it should come as no surprise that many parents are looking for ways to help their adult children take that first step onto the property ladder. If you are considering helping your children buy property there are several factors – both financial and emotional – that you should consider.

30 August, 2018

Is Borrowing to Invest Right for You?

Borrowing to invest is an effective tool you can use to build wealth. You’ve probably heard it referred to as ‘gearing’ – either positive or negative. Gearing offers huge potential to build your wealth faster and is a great way to plan for the future. Watch First Financial adviser, Roel Burghouwt discuss this strategy.

22 August, 2018

Finding your Village

The idea of living a stress free retirement in a community of supportive and friendly people is exactly what many of us desire. A retirement village provides this for seniors who are able to live independently but with the added reassurance of access to emergency health services and the security of an on-site manager nearby. Read more here.

7 August, 2018

Protecting your Income

Are you certain your family would be financially stable if you or a loved one weren’t able to earn an income? Income protection insurance gives you a steady source of cash in such an eventuality. It replaces the lost income so you can focus on getting better and not how you’re going to pay the bills. Read this blog to find out more.

26 July, 2018

Investing in the age of 24-hour news

How do you stop from panicking when a news headline shouts of recession? Suddenly the retirement plan you’ve been working towards for years looks like it’s about to halve in value. But will the story you read today have a substantive impact on the health of your investment portfolio tomorrow? In this blog we take a look at investing in the age of the 24-hour news cycle.

16 July, 2018

Budget Tips in Retirement

We all know retirement is coming, so it makes sense to be prepared. And once you are in control of your finances you’ll feel more secure about your future and what you spend. In this blog we’ve put together some money tips to help with budgeting and cash-flow in retirement.

28 June, 2018

Aged Care Tips

In this blog we’ve outlined some key tips to help with the challenging decisions around aged care. First and foremost remember you don’t have to do this on your own. An aged care specialist adviser will work with you to make sure you get the best living solution for your particular circumstances. Read the full blog to find out more.

20 June, 2018

Getting the Most out of Retirement Living

We all want our retirement years to be fulfilling and stress-free. But if you’re having to count the pennies every week, those years begin to feel very different. A retirement plan will help alleviate that worry.

14 June, 2018

Losing your Partner

Losing your partner changes your life. We don’t begin to presume to understand such a difficult time. But when it comes to your finances, we can offer support and expert advice.

31 May, 2018

Investing Beyond Super

Relying on your superannuation alone to accumulate enough wealth for retirement is increasingly unrealistic, especially with the changes to super contribution rules. So it’s more important than ever to consider investments outside of super.