Tag Archives: Financial Goals

Blinded by optimism

Posted on 01. Nov, 2016 by .

We’re designed to believe bed things won’t happen but it pays to think clearly and put plans in place, ahead of time. Behavioural science reveals that it’s in our nature to believe bad things won’t happen to us in the future, even if we’re accustomed to bad things occurring in the past. It may be […]

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Should you own the roof over your head?

Posted on 03. Oct, 2016 by .

When it comes to the rent-versus­ buy debate, like many of our clients you may be weighing up the pros and cons. You might be thinking that you’d love to buy a house but it all seems out of reach right now. Are you asking whether it’s still a good idea to invest in property […]

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Social Security Age Pension Assets test changes in January 2017

Posted on 01. Sep, 2016 by .

You may be aware that the Age Pension assets test will change from 1 January 2017, impacting the thresholds by which the value of assets owned (excluding the family home) are based on, before you may lose your eligibility for the Age Pension. These changes are aimed at increasing the amount of people eligible for […]

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Retraining your savings brain

Posted on 01. Aug, 2016 by .

Where there’s a will there’s a way, especially when it comes to saving. The latest scientific findings reveal that although fewer than 25 per cent of us have a genetic predisposition to squirrel money away for the future, we can all learn to save if we set our mind to it.  According to Dr Hersh […]

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Get ready for the first year of retirement

Posted on 01. Jul, 2016 by .

Will you be a honeymooner, a go – getter or a relaxer? The first year of retirement is one of transition in which you will need to adjust to major changes that can bring big rewards. Some of the changes may include; preparing mentally for the shift to not working full-time, adjusting to not getting […]

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New Years Resolutions: I will manage my money better

Posted on 28. Feb, 2011 by .

At the start of every year we make rash resolutions aiming to overcome the excesses of the year before. Just like dieting, we pledge to stick to a more frugal budget, cut down on spending and watch our figures!

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