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Blogs by Tag: financial advice

Why financial advice may be your best investment

Why financial advice may be your best investment

Posted: 30 March, 2022
It is commonly assumed that seeking financial advice is for the wealthy, and it only helps the rich become richer, yet financial advice can prove useful to anyone who wishes to better their financi…
“Tap and go” and then what?

“Tap and go” and then what?

Posted: 2 March, 2022
Talk about hammering the plastic. In November 2021, Australia’s 13.2 million credit card accounts were used to make over 292 million transactions with a total value of $31.9 billion. Card holders w…
Super in your 30s: It’s important to squeeze it in!

Super in your 30s: It’s important to squeeze it in!

Posted: 2 February, 2022
If you are in your thirties, chances are life revolves around children and a mortgage. As much as we love our kids, the fact is they cost quite a lot. As for the mortgage, this is the age during wh…
What does a good financial adviser do?

What does a good financial adviser do?

Posted: 9 June, 2021
Some people may think that a financial adviser’s role is to forecast the direction of the share market from month to month and invest clients’ money accordingly. This is not the reality, of course…
Why seeing a financial adviser could be your best Xmas gift

Why seeing a financial adviser could be your best Xmas gift

Posted: 30 December, 2020
The run-up to Christmas is usually a hectic time. Aside from the shopping and Christmas parties, there are deadlines to meet, loose ends to tie up and, for many farmers, the last of the crop to har…
Positioning your portfolio in turbulent times

Positioning your portfolio in turbulent times

Posted: 23 September, 2020
As any experienced investor knows, all investment markets have their ups and downs. Regardless of investor experience, turbulent times are a cause of anxiety, and that can lead to poor decision-mak…
Unlocking financial secrets for different phases of life

Unlocking financial secrets for different phases of life

Posted: 9 September, 2020
One of the keys to financial success is to adopt the right strategy at the right time. As you move through the stages of life, here are some tried and tested ‘secrets’ that will help you build and …
Are you investing or gambling?

Are you investing or gambling?

Posted: 26 August, 2020
The potential financial results of investing can feel limitless, and it can be tempting to think that just one stock pick could make you an overnight millionaire. Yes, stock-picking can have a plac…
Financial Advice, Royal Commission and You

Financial Advice, Royal Commission and You

Posted: 6 November, 2019
The Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry delivered its final report in February 2019, capping off a process that revealed the unethical an…

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03 5382 3460

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