Planning for Financial Success

  • Planning for Financial Success

    Budgeting, Finance

    Most of us account for our money weeks or months in advance. Whether we use a spreadsheet, or simply mark dates on a calendar, we know that planning ahead makes…

  • The Risks of Property Investing: What Social Media Doesn’t Tell You 

    Updated on Investing

    If you scroll through social media, you’ve probably seen bold claims from property investors, buyers’ agents, and real estate professionals boasting about the incredible growth of their portfolios. Properties worth tens of millions and annual percentage gains that seem unreal—it’s easy to get swept up in the excitement.

  • Small Steps, Big Impact

    Updated on Budgeting, Finance

    When it comes to money, it is often the small, consistent steps that make the biggest difference. You do not need to make dramatic changes overnight. Building good habits and sticking with them over time can transform your financial future.

  • Smart Ways to Use Your Tax Refund This Year

    Updated on Tax

    You may be one of many Australians who make an interest-free loan to the federal government every year. That’s because, when you receive a tax refund, you’re not getting free money. All that’s happening is that cash which is rightfully yours is being returned, somewhat late. So it makes sense to make it work as hard as possible once it’s back in your hands.

  • How to start investing with just $500

    Investing

    When you have a spare $500 and are wondering whether to spend it or save it, why not consider a third option?
    Invest it. Make a commitment to your financial future, instead of wasting it on purchases that will deliver only temporary pleasure.
    Invest that $500 and watch it grow. Here’s how.

  • Numbers vs. Emotions: The Real Game of Investing   

    Updated on Finance, Investing

    When people think about investing, they often focus on the numbers: analysing balance sheets, forecasting earnings growth, understanding sectors, and evaluating dividend yields and price-to-earnings ratios. While these elements are…

  • Quarterly Economic Update: October-December 2024

    Updated on Economy, Finance, Investing

    The final quarter of 2024 reflected a mixed economic landscape. While consumer spending and equity markets showed resilience, persistent inflation, cost-of-living pressures and a cooling housing market have tempered optimism….

  • Active or Index Funds: What’s Your Best Bet? 

    Updated on Investing

    Ever glanced at a list of different managed funds and wondered why some have remarkably low fees compared to others? Chances are, the ones with lower fees are index funds,…

  • The Wealth of Gold: Investing in a timeless asset

    Updated on Economy, Investing

    As investors navigate through unpredictable and volatile economic times, it is essential to consider asset classes that can provide a level of stability and protection against market fluctuations. One such…

  • Economic Update: October-December 2022

    Updated on Economy, Investing

    According to the Reserve Bank of Australia, domestic headline inflation is expected to reach 8% in the final month of 2022 as consumers continue to spend despite higher interest rates….

  • The effect of rising inflation

    Updated on Budgeting, Economy

    The word ‘inflation’ doesn’t only dominate business news headlines but finds its way into general news reports too. So, what is inflation and how does it affect you? In simple…

  • Quarterly Economic Update: April-June 2022

    Updated on Economy

    The price of a lowly head of lettuce has never been a recognised barometer of the strength of the Australian economy, that is until the media started reporting iceberg lettuces…

  • The female investor

    Updated on Investing

    Investment and portfolio building has traditionally been a male-dominated world, but these days more women are trading on the market – and they’re good at it! According to an ASX…

  • Building financial resilience

    Updated on Budgeting

    Resilience is the ability to quickly recover from setbacks, and while setbacks can come in many forms most of them will have a financial component. So what can you do…

  • Investing: How to reduce concentration risk

    Investing

    Concentration risk. No, it’s nothing to do with thinking too hard about something. In fact, it’s more likely to be a result of not paying enough attention. Concentration risk is…

  • Mistakes new investors should avoid

    Updated on Education, Investing

    You’re young, expecting a satisfying future brimming with friends, family and a comfortable lifestyle. You’re a Next Generation Investor, likely aged between 18 and 25, and you’re starting to think…

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