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Archive for category: Strategic Financial Advice
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The impact of the death of a parent on children
Findings from a recent study [1] explored the impact the death of a parent has on children and the surviving parent, comparing the results between insured and uninsured households.
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Estate Planning: Making sure your money goes where you want it to
Estate planning is not just about making a will. It’s about deciding how you want to be looked after (both medically and financially) if you can’t make your own decisions later in life. It’s also about documenting how you want your assets to be distributed after you die
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Make my retirement funds last the distance
Retirement should be a time when we reap the rewards of our working life, and being able to enjoy your preferred lifestyle calls for some planning.
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Six investments & ideas to beat the banks!
The Reserve Bank is joining the global race to record low interest rates, current cash rate is 1.50%. However rates are currently 0.5% in the US and negative interest rates in Japan! These are strange investing times, and our clients are continually seeking a better return on their investment funds.
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Economic Update - June
As mentioned in the last edition of Market Watch, the Reserve Bank of Australia (RBA) cut the official cash rate from 2% to 1.75%, a new all-time low, at their May meeting. The next RBA Board meeting is 7 June 2016.
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The new Australian lifestyle isn’t so average
Overseas holidays, new cars and having the latest technology aren’t considered luxuries anymore, but are standard lifestyle expectations of the new ‘average’ Australian, according to research by MLC.
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Are you part of the sandwich generation?
The ‘sandwich generation’ is a term used to describe people typically in their 40s and 50s who are caught between the demands of caring for ageing parents as well as their own dependent children.
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Why a budget isn’t about sacrifice
For most of us ‘spending’ is the first thing that springs to mind when we have money. So when a financial adviser suggests the idea of having a ‘budget’ most of us recoil in horror.
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