Buckle up - rate rises ahead!
Quick market update, discussing interest rates, property prices, market volatility and what’s next.
Read More
Never let a good crisis go to waste
Russia’s aggression over the past few weeks has sent shock-waves through financial markets, with equities potentially at risk of more downside over fear of further escalation and uncertainty.
Read More
Opportunities await as superannuation contributions rules change on 1 July 2022.
The key changes relate to the eligibility requirements to make personal super contributions.
Read More
While we tend to give lots of thought to planning for the financial aspects of retirement, we often overlook the psychological impact of retiring from work.
Read More
5 Reasons why you shouldn't get a loan to buy a car.
We explore a response we provided a prospective client recently, who was looking for support.
Read More
Do I need to hire a financial planner?
Your finances matter. You work hard to earn your money, and you need to keep it safe.
While you are perfectly capable of doing that on your own, having some professional advice can be beneficial too. This is especially true during uncertain or turbulent times.
Read More
The Top 17 financial mistakes financial planners see Australians make.
Read More
Learn from your mistakes or learn from the mistakes of others, the choice is yours.
Our Lake Macquarie Financial Planning Advisers dive into the top 17 financial mistakes they see that hold Australians back.
Read More
We provide an update on the market
Read More
A money mindset is an overriding attitude that you have about your finances. It drives how you make key financial decisions every day.
Do you understand your money mindset? Do you know your money story?
Read More
65 questions to ask yourself before you retire…
Are you ready for retirement? Are you on track to retire? Can you retire on your terms?
Read More
What a year 2021 was…
Read More
The new year is a time when we often hear others speak about their new year’s resolutions, what is your new year’s resolution?
Lose weight? Give up smoking? Give up gambling? Give up the booze? Save money? Buy a house? Or even retire?
Why not try something a little different this year & get your finances sorted in 2022.
Read More
Are you prepared for a lifetime of work?
Read More
Seven tips for choosing what shares to buy.
Including; determining your risk, understanding the economic environment, focus on what you already know, focus on growing industries/strong management teams, learn and understand the financial ratios of the business, read, read, read, don’t fall for FOMO, don’t rush.
Read More
A major Chinese property group called ‘Evergrande’ is on the brink of failure. They are sinking in over $500 billion of debt.
What does this mean for Australia and how will you be affected?
Read More
What next for property prices?
We take a look at the recent discussions around curbing credit and look at what banks are implementing, what options the government has at it’s disposal to slow or stabilise property growth, and what you can consider when looking at purchasing a new home.
Read More