Embracing Holistic Personal Future Planning

Wealth Creation

Embracing Holistic Personal Future Planning

October 6th, 2021

For better or for worse, people tend to focus on their financial position and material goods when planning for their future – “I want to have $x in the bank by the time I’m 45”; “I want three investment properties on the go before I retire”; “If I’m not earning six-figures in the next fiveread more

Making Good Financial Decisions at a Young Age

September 10th, 2021

Our society's youth - rarely does the mention of this demographic spark visions of careful financial management and wise decision-making. But why not? There is no reason people can't begin to lay the foundations for a viable wealth creation strategy from a young age, and education and planning and good financial decisions are the more

Investment Review 2020-21

August 6th, 2021

The volatility of the global economy around the onset of the COVID-19 pandemic left many investors concerned about their investments. As we review the financial year that was, we’re seeing a strong return to form in investment markets, after an initial plunge in March 2020. A stimulatory approach from governments around the world, and particularlyread more

Securing the Next Generation’s Financial Future

April 23rd, 2021

Building wealth and giving yourself and your family the best life imaginable, with endless possibilities and options. For many, this dream is what gives life purpose, and acts as the primary motivator to work hard and make smart financial moves – so the next generation and the ones that follow can reap the benefits. Evenread more

Non-Fungible Tokens (NFTs): Another Blockchain Bubble?

April 6th, 2021

In the world of cryptocurrency, blockchain and other disruptive technologies, it may seem that a new way of doing things emerges every 5 minutes. Conversations around the long-term validity of Bitcoin and the like certainly won’t be going away any time soon, so it stands to reason that Non-Fungible Tokens (NFTs) should be subject toread more

My Term Deposit is About to Mature – What are my Options?

February 19th, 2021

Term deposits have been a staple of many people’s wealth portfolio for a long time. However, with interest rates slashed in recent years, we are now seeing the banks (especially the “Big 4”) offering miserly interest rates of around 0.5% per annum. This is now lower than the rate of inflation, so term deposit investorsread more

Festive Season Budgeting: Warding off the New Year “Red”

November 27th, 2020

Extra spending during the festive period isn’t unusual – something we covered in an article in January 2020: Getting Back on Financial Track Post-Christmas. Climbing that mountain of debt, financial stress and uncertainty about the year ahead isn’t unmanageable, but imagine how great you’ll feel if you take care of those issues before they cropread more

Is it Time to Review Your Personal Insurance Policies?

September 25th, 2020

In a year of ups and downs (perhaps mostly downs), people have naturally started thinking about what they would do if something happened to them. Whether that’s getting sick, suffering a long-term injury or disability, losing their job, or worse – it’s important to know that you and your family will be looked after. That’sread more

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