End of financial year is fast approaching. As a financial planner, this means making sure my clients have made their recommended contributions into superannuation before the clock resets on 1 July. But if you’re yet to engage a financial adviser and receive financial advice, you might be left wondering if you should be making a contribution before 30 June. When …

There’s nothing like the feeling of achieving a goal, particularly one that’s taken decades to get across the line. For many of us, one of the biggest is paying down our home loan mortgage. Owning our home outright is often the foundation to living financially stress-free and having a comfortable lifestyle once we choose to stop working. But once you’ve …

Take the My Financial Fitness Score to start living financially stress-free Click Here On the back of the Easter of break, you might have taken some time to think about what the rest of this year holds for you and your family and even the years to come. Getting our finances sorted and on track is often a big component …

It’s already the end of the first quarter of 2021. How are you going with some of the goals you wrote down from our series back in January? It was called Goal Achieving, we looked at write it, cost it, track it. Well, as I said, we’re into the first quarter now, we’re at the end of the first quarter. …

Finding out you’re being made redundant can be scary. Before we get into the financial implications we also need to think through what our mindset is going to be like. A huge part of our identity is wrapped up in our job and having this part of our life removed, even for a short period, can throw up all sorts …

Do you ever get the feeling that you’re making good decisions with your money, but you’re not quite sure how this fits into the bigger picture and whether you are on track or not? I often speak with people who tell me that they’re getting the basics right, such as spending less than what they’re earning, saving for the future, …

I first started working in financial planning in 2004, having graduated university with one of the first degrees specialising in financial planning. Since then, there’s been a lot of changes in the industry and the role of a financial planner looks very different today than what it did back in 2004. One of these changes is the way we interact …

Have you noticed there’s strength in working together, whether it be in nature, sport or our professional and personal relationships? I find life works best with others. Firstly, partnership brings perspective. We all see things differently based on our own lived experiences, education, etc. Coming together allows us to leverage off each other, to take things to a new level. …

I regularly speak with people who are in their 40s and 50s, working full-time and earning reasonable money but feel like there’s no cohesion in how they’re going about building their financial nest egg. They recognise they’re missing a strategic overlay in their finances. Perhaps this is you. Maybe you’ve dabbled in shares, but aren’t too sure about it. You …

Valentine’s day is all about romance and love, but how much love have you been giving your future finances lately? A lot of people have this romantic idea about what their future financial position will look like, but unless we tend to it along the way, we may find ourselves ending up with a frog instead of a prince. But …