Published On - August 8, 2018
Article in Smart Company – Investment Market Bubbles
Here’s my latest article, published in Smart Company Magazine – Crackle and pop! Why investment markets have bubbles. ...
Published On - July 26, 2018
Your financial game plan
All sports have elements of offensive and defensive play. And whether you play Netball, soccer, cricket or basketball, your team must constantly strike a balance between the two. In pursuing your financial goals, you too must find a balance that will see your goals achieved in an acceptable time fra...
Published On - May 30, 2018
Five ways to scratch your travel bug itch without breaking the bank
This came from one of our Financial Autonomy podcast episodes, and was recently published across the Fairfax network. https://www.theage.com.au/money/planning-and-budgeting/five-ways-to-scratch-your-travel-itch-without-breaking-the-bank-20180511-p4zeoj.html ...
Published On - May 30, 2018
Can you pass this financial literacy test?
Take a look at this recent article of mine, published in the Fairfax press. https://www.theage.com.au/money/planning-and-budgeting/can-you-pass-this-financial-literacy-test-20180525-p4zhgp.html ...
Published On - May 10, 2018
Pension Loan Scheme – what you need to know
The 2018 Federal budget produced little in the way of earth shattering announcements, but one item that has caught my attention is the proposed significant changes to the Pension Loan Scheme. So what is it and who might this proposed change help? What is it? The Pension Loan Scheme is a Reverse Mort...
Published On - March 26, 2018
Downsizing and super contributions – what you need to know
When seeking to generate income in retirement, the superannuation environment is an extremely attractive place in which to house your investments (and all the more so if current proposals to scrap refunds of franking credits comes to pass). This is because it’s a total tax free zone, and once reti...
Published On - March 15, 2018
ABC Radio National interview
Was pleased to be invited into the ABC Melbourne studios this morning as a guest on Radio National’s Life Matters program. It was a discussion on Financial Independence. Check it out here. ...
Published On - March 5, 2018
How Guidance can help you
We recently had this diagram created to help communicate to existing and prospective clients what we do and how we can help. We’re keen to ensure that all our clients understand the broad range of assistance we can provide in their financial lives. Of course we can’t be an expert in ever...
Published On - February 21, 2018
Will my money run out in retirement?
Whether you’re planning for a traditional retirement at age 60+, or working towards an early retirement goal, thoughts of “will my money run out in retirement?” will no doubt have crossed your mind. There is a lot written about safe withdrawal rates. This refers to the rate you can afford to d...
Published On - February 16, 2018
5 ways you can invest in yourself
In past blog posts we’ve looked at investing in the share market, buying or starting a business, getting debt under control, and various other topics that tend to have dollars and cents as a core element. And whilst the money side of things is unquestionably important, there are other essential in...