Category: Financial Planning

Funding a fulfilling future

By Brad Martin, Financial Advisor The title for the oldest Australian rests with Christina Cock who was 114 years, 148 days old when she died in 2002. While there aren’t many people who could claim to reach such a fine age, the 2015 Intergenerational Report tells us that Australians are living longer. This means that […]

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Review of 2017, outlook for 2018

2017 – a relatively smooth year By the standards of recent years, 2017 was relatively quiet. Sure there was the usual “worry list” – about Trump, elections in Europe, China as always, North Korea and the perennial property crash in Australia. And there was a mania about bitcoin. still in the “sweet spot” but expect […]

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How much money do you throw away?

By Casey Shaw, Financial Advisor While the move is on to become a cashless society, notes and coins are likely to be with us for some time yet. ‘Touch and go’ payments may be increasing, but for many small purchases most of us still rely on good old cash. And because it’s easier to hand […]

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By David Baruffi, Financial Advisor One of the most common (and avoidable) traps I encounter is clients taking on debt or projects that will outlive their career. This often leaves them scrambling for solutions when their career ends, especially if it ends prematurely. For example, a client purchased a negatively geared property at age 63 […]


Real Estate Selling Strategy: when is the right time?

By David Baruffi, Financial Advisor While there are many factors involved in successful real estate investing the most crucial decision you have to make is when to sell. Ideally you purchase your real estate investment property at a low point in the market cycle, keep it for the long term and sell it when the […]

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Planning ahead for the “Sandwich Generation”

By Casey Shaw, Financial Advisor Are you taking care of elderly parents? Do you still have adult children living at home? Do the words ‘meat’ and ‘sandwich’ strike any chords with you? You could be a member of the “Sandwich Generation” without realising it. Sandwich Generation refers to people who are ‘sandwiched’ between caring for […]

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Baby Budgeting

By Dee (Dewi) Chan, Financial Advisor Welcoming a new family member is exciting but with so many aspects of your life changing, when it comes to your finances some forward planning can make the transition so much easier. Fortunately, babies allow several months to prepare for their arrival and can be easy to get caught […]

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Can Money Really Buy Happiness?

By Dee (Dewi) Chan, Financial Advisor The short answer is ‘yes’, but only up to a point. People in richer countries are, collectively, happier than people in poor countries. Within countries, people with higher incomes are generally happier than people on low incomes. Surprisingly, once basic living needs are met, the amount of happiness gained […]

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Eight steps to improved cashflow…and lifestyle

Imagine feeling on top of your finances. Knowing you’re in a position to enjoy your life today, while also saving for tomorrow. If that sounds good to you, you’re not alone. In a recent survey, 54% of Australians aged 55-64 strongly agreed they’d like that too (i). Yet, many of us don’t feel like we’re […]

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Challenges of intergenerational transfer of wealth

By David Baruffi, Financial Advisor This article was originally published in The West Australian ‘Secure Your Future‘ insert on 21 August, 2017. We are about to see the greatest intergenerational transfer of wealth in history as baby boomers collect inherited wealth and start to plan to pass on their wealth to their children. Two questions […]

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