Tag Archives: Financial Planning Melbourne

Wealth health check – Part 3 Retirees (aged 65+)

Posted on27. Feb, 2012 by .

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Are you keeping your finances healthy by doing the right thing at the right time? Top Tips for Retirees – Ensure you don’t run out of money…

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Wealth health check – Part 2 Builders/Pre-retirees (aged 45-65)

Posted on20. Feb, 2012 by .

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Are you keeping your finances healthy by doing the right thing at the right time? Top Tips for Builders/Pre-retirees (aged 45–65) – Stay cash flow positive, increase contributions to super, split income where possible to save tax…

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Wealth health check – Part 1 Accumulators (aged 25-45)

Posted on13. Feb, 2012 by .

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Are you keeping your finances healthy by doing the right thing at the right time? Taking the best action at the optimum time can be crucial to your financial future. Part 1 Accumulators (aged 25-45).

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The life cycle of financial planning

Posted on17. Oct, 2011 by .

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No matter what stage of life you currently find yourself in, there is a role for financial planning in order to ensure that your future, and the future of those that you care about, is well looked after. Taking care of yourself allows you more time to achieve goals that you are passionate about. Importantly, it’s never too late to start, and never too early to begin.

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Insurance – protecting more than your life

Posted on07. Oct, 2011 by .

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Nobody ever wants to think about unfortunate events in life, but sometimes things just happen. When the word “insurance” is mentioned, many people start thinking about the big one – life insurance. But life insurance is not the only form of insurance that exists in order to protect us and our assets and in that lays a problem.

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Facts of Life: Keeping up with Ageing

Posted on19. Sep, 2011 by .

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Thanks in part to the prosperity and prolific creativity of the Baby Boomer generation and their fixation on living longer and maintaining their health (and their youth), we can all anticipate longer lifespans.

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Super Health

Posted on08. Sep, 2011 by .

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Thanks to better health and treatment for disease, we are all living longer and as a result will have many more years in retirement which means we need more savings and more superannuation.

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Get Healthy and Save

Posted on05. Sep, 2011 by .

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In Australia, we’re lucky enough to have one of the best lifestyles in the world. There’s no reason for Australians to be out of shape. But sadly, the most common killers in Australia have been heart disease and cancer.

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Our Place in Asia

Posted on21. Aug, 2011 by .

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Australia is more reliant on Asian economies than European. China is Australia’s number one export destination, accounting for 70% of our exports to Asia. Over the past 12 months, 21% of the country’s exports went to China, with iron ore making up the bulk of those. Japan 15% is our second largest, followed by India 6%, Korea 7% and the US 3%.

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A second chance for your New Year’s financial resolutions

Posted on08. Aug, 2011 by .

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Did you make a financial News Year’s resolution last year that you haven’t gotten around to yet? The great news is, you have a second chance! 1 July 2011 marks the start of the 2011/12 financial year and you still have a chance to fulfil on last financial year’s promises.

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