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Category: Financial Planning

Australian cash rate on hold

Bank mortgage rates, home prices and implications for investors The RBA provided no surprises following its April board meeting leaving the official cash rate on hold at 1.5%.The RBA remains more confident regarding global growth, sees Australian economic growth as moderate, regards the labour market as being mixed, sees a gradual rise in underlying inflation […]

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What financial records do I need to keep?

Online source: Produced by AMP Life Limited and published on 11 January 2017. Original article. Print source: By AMP Life Limited, originally published on 11 January 2016 on amp.com.au/insights Ever feel like you’re drowning in a sea of paper? Tame the paperwork today and reap the rewards tomorrow. Life can be complicated enough without all the […]

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Give your career a health check

Online source: Produced by AMP Life Limited and published on 24 January 2017. Original article. Print source: By AMP Life Limited, originally published on 24 January 2017 on amp.com.au/insights Health… check. Finances… check. Career… check? Are you happy at work? Do you jump out of bed excited about tackling your next project? Or are you counting […]

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Cash flow: The importance of a solid foundation

By Casey Shaw, Financial Advisor A great quote I came across recently was “The loftier the building, the deeper must the foundation be laid.” Just like building a house, when it comes to financial planning the key is getting a solid foundation in place.  Without it, the lightest breeze has the potential to knock your […]

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The Eurozone – will they or won’t they break up?

And what are the implications for investors? The long running soap opera around whether the Eurozone will break up is now into its eighth year! In 2015 all the focus was on the latest Greek tantrum and last year the big fear was that the populist/nationalist Brexit vote and Trump victory would lead to a […]

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The clock is ticking, super changes are just around the corner

As you may know, new superannuation rules will take effect on 1 July this year. The coming changes mean you have limited time to assess how these changes affect you. Read this detailed update to find out more about the coming changes to super and what they mean for you. Below are two case study […]

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Financial Advice for 18-25 Year Olds

By Dewi (Dee) Chan, Financial Advisor This is my first article in a series that I will publish in the coming months on a variety of topics. I will share my experiences over the last 10 years; from landing my first ‘real’ job all the way to getting married and my recent journey as a […]

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Can delayed gratification help you with your finances?

The benefits of delayed gratification and how it can help you achieve your financial goals. Are you the type of person who always has to have the latest clothes, smart technology or gym gear? If you answered yes to this question, you could be a person who likes instant gratification, that is, you like to […]

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Review of 2016, outlook for 2017

Looking better despite the political noise 2016 – a messy but okay year US share market analyst Joe Granville once observed that “if it’s obvious, it’s obviously wrong”. 2016 was perhaps remarkable for the things that many thought were obvious at the start of the year but did not happen: the global economy did not […]

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Seven tips to travel on a budget

Careful planning can help you enjoy a great holiday, whatever your budget. Does it feel like ages since your last holiday? Maybe with responsibilities like paying off your credit card, saving for your first home, or paying back your university fees, your next holiday still seems a long way off… There are plenty of ways […]

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