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Risking your retirement
April 19, 2022Retirement Planning
If you're already retired or on your way to retiring, have you been obsessively checking your portfolio balance and dreading the next piece of news that might cause it to dip further? Or have you been keeping up with the news as you usually do, but confident that your portfolio will largely weather the volatility...Read More
9 money tips if you’re having a baby
April 19, 2022Financial Planning
Starting a family or growing one can be exciting, but it can also be expensive. Here are some ways to prepare yourself financially. Having a baby is a wonderful thing, but it can also mean big changes to your lifestyle and finances, particularly if you consider that parents with children under age 12 fork out...Read More
How to get the right My Aged Care Assessment
April 12, 2022Aged Care
How to start the aged care assessment process, understand the difference between the ACAT and RAS assessment service, know what is involved in the aged care assessment and the significance of this to getting the right level of aged care at home service. So often when talking to our clients, we hear busy adult children...Read More
If you haven’t had the money talk, here are the top 10 things to discuss with your partner early on. Whether or not money issues got in the way of past relationships, you may be thinking, there’s no way you’re going to pull back on that long passionate kiss you might get this evening to...Read More
When is the next interest rate hike in Australia? It’s the $64 question for local financial markets1. Our base case remains that the first hike will come in August but there is a chance that it could happen earlier, in June. That’s recently been reinforced by the January jobs data where the unemployment rate came...Read More
It's a common misperception that the greatest determinant of portfolio return variability is your stock selection. Understandably, choosing which ETFs, individual shares, active funds or other securities to invest in is often the most exciting part of portfolio construction for new investors, and of course it remains an important factor. But as Vanguard research shows,...Read More
Senior economist Diana Mousina answers our questions on potential interest rate changes and what it could mean for Aussie households. Why have interest rates been so low for so long? The main reason interest rates have been kept so low is the Reserve Bank of Australia undershooting on its inflation target of 2-3%. We haven’t...Read More
It’s easy to walk into debt, but so much harder to get out of it. You must own your mess and know that your financial reason for living is to pay down your debt, writes Glen James author of Sort Your Money Out & Get Invested. Apathy and debt reduction don’t go hand in hand....Read More
What’s the market outlook for 2022?
March 28, 2022Financial Planning
Despite the rough and uncertain start to the year there is reason to be optimistic about the share market in 2022. Economies are recording solid economic growth, profits are rising and monetary policy, notwithstanding increases in interest rates this year, will remain easy. But 2022 is unlikely to replicate last year’s very strong investment returns...Read More
How to calm those market jitters
March 28, 2022Financial Planning
It’s been a rocky start to the year on world markets but that doesn’t mean you should hit the panic button. Staying the course is generally the best course, but that’s easier said than done when there’s a big market fall. In January markets plunged some 10 per cent but then staged a recovery. That...Read More