In last month's blog we talked about taking stock and setting goals for the new financial new year. Because good financial planning is a long-term proposition, which requires regular action, this mont …

There’s nothing like doing your taxes to make you take stock of how your finances are looking and where there may be room for improvement. It’s at this time of year that we can see more clearly where …

As of July 1, 2017, some major changes to superannuation will come into effect. These changes will impact how, and how much, you can contribute to super over your lifetime. We break down the key chang …

Our priorities and financial needs change as we change and what made sense at 25 is not going to be enough when you’re in your mid 40s, 50s or beyond. When considering what financial planning you need …

When you’re trying to protect your heart health, following a low cholesterol diet is important. Here’re some easy ways to eat more foods your heart will love.One of the top tips for a healthy heart, p …

Too often people put off creating a Last Will and Testament. Often they simply don’t wish to think about it. Or they are putting off the costs of making a Will with a lawyer, which are minimal compare …

If aspects of your financial situation are causing you ongoing worry, it’s time to address them. Identify the pain points that niggle away at you, then take these simple, proactive steps to address th …

The 10,000 daily steps mantra has become hugely popular, and is widely touted as the fitness goal we should all be aiming for, but where did it come from and does it work?  If you buy a wearable fitne …

When it comes to buying insurance it can be tempting to buy based on cost alone, but in the long run this can prove to be a false economy. Jo breaks down why.As a consumer and financial advisor, I oft …

Some of the most far-reaching superannuation reforms since the 2006 Budget were introduced to the House of Representatives on 9 November. On 23 November 2016, some six months later, the Bill was passe …

Wondering what a financial advisor actually does? You're not alone. Many of our clients are unclear on the basics initially, but we’re happy to break it down!There are some things about the financial …

This article, from DBA Lawyers, looks at the issues surrounding contractors and the superannuation guarantee.Reconsidering Incorporated ContractorsThis article considers when a contractor falls within …