"Risk comes from not knowing what you're doing."
Warren Buffett
News & research
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Latest Article
Here you'll find our most recent finance article. We publish these at least monthly.
If you're just starting to sort out your finances and are a looking for some direction, the below articles may be the place to start.
What is Financial Planning?
Financial planning is about helping you to make smart decisions about money so you can reach your life goals sooner.
Saving and Budgeting
When people think of a household budget they tend to think of sacrifice but it’s really about managing your money more effectively.
The Basics of Investing
Smart investors don’t rely on good luck, they plan, research and understand their investment strategies and how they fit with their financial goals.
Borrowing to Invest
Borrowing to invest, also known as ‘gearing,’ can help you to grow your wealth by having more money working for you, but it’s not without risk.
Salary Sacrifice
By using a smart strategy like salary sacrifice, you could reduce your income tax and boost your super balance at the same time.
Personal Insurance
It pays to understand how you can provide financial security for your family in the event that you are unable to work due to illness, injury or death.
SMSFs
Find out the benefits and prerequisites of using self-managed superannuation funds (or SMSFs) as a way of saving for your retirement.
Retirement Planning
Work out what retirement means to you and how much money you’ll need to fund the quality of life in retirement you’re aiming for.
Aged Care
Aged care is a complex area with many factors to consider. When the time comes you may find that it can be difficult to work out the best option for you and those you care for.
Estate Planning
In addition to making the necessary arrangements to care for your loved ones, an effective estate plan also includes provisions for your own comfortable lifestyle in your twilight years.
Useful Links
Financial Planning Association (FPA): www.fpa.asn.au
The Financial Planning Association of Australia is the professional body which represents financial planners in Australia.
Moneysmart: www.moneysmart.gov.au
Moneysmart is a government website for Australians with guidance on a range of money related topics.
ASX Limited (ASX): www.asx.com.au
The ASX operates Australia's primary securities exchange, the Australian Securities Exchange.
Australian Taxation Office (ATO): www.ato.gov.au
The ATO has a range of helpful information and calculators to assist you in understanding tax topics and your responsibilities.
Centrelink: www.humanservices.gov.au/customer/dhs/centrelink
Part of the Australian Government's Department of Human Services, Centrelink delivers a range of government payments and services for retirees and families.