We are hearing and reading about rising inflation and even stagflation daily it seems. Do we remember though the last time we saw inflation rise to such heights here in Australia? For those of you who can remember it was back in the 70’s and early 80’s. Coincidently it was when mullets were last in […]
Is this the latest fad when it comes to investing? Is it just another way to charge high fees? Or is this the future and can your investment strategy actually help save the planet? I remember in the 80s when clients of mine asked could we invest into ethical funds. At the time that just […]
We often look at the lifestyles of our top execs and CEOs – mega salaries, great homes, expensive cars, first class travel – what’s not to like! So for some, how does it all go so terribly wrong? I have helped people earning more than a million a year in salary, a great lifestyle but […]
Most of us are somewhat uncomfortable as we move closer to Year R, as do we have enough for financial freedom, and are we mentally ready for this next big stage of our life. What’s ‘Year R’? It’s what is traditionally called your retirement age – what most people think of when they think of […]
Firstly what is Money Stress? Well at its simplest, it is you worrying about money. Some like to refer to it as those ‘keep you up at night’ moments that we all experience at some point or another. Any type of stress especially when it’s about money can have a significant impact on a range […]
It’s a generation of people in their 40s, 50s and 60s who are ‘sandwiched’ between their young adult or nearly adult children on one side and their ageing parents on the other. Just when they thought life might have been going to get a bit easier, they find themselves with a lot to think about. […]
The Australia Talks National Survey found that 60% of Australians consider being able to retire comfortably a problem for them personally. Almost a third said it was “very much a problem”. While we’re now having the discussion about retirement no-one is addressing the retirement elephant in the room, those who are part of the Sandwich […]
Another day, another negative article about superannuation. What’s wrong with it, what’s enough, who is missing out, who is to blame, the high fees, poor performance, complexity and so on. Where are the actionable solutions? A recent ABC article, “How much money do you need to retire?” Provided one supposed answer and it depended on […]
You’ve probably heard the expression, ‘You’ll have to take me out of here in a box’. You may even have heard it from your own parents. Reality, sadly, often gets in the way of this desire. To put it bluntly, some people outlive their ability to look after themselves at home and necessarily need to […]
It’s June which means winter has officially arrived, and hasn’t it come with a blast, as we all line up for our COVID and flu jabs. So stay warm and if you have a few minutes, how about considering some financial and superannuation tips, as normally put in the too hard basket, but getting a […]
