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Why should I care about superannuation – I am young?

March 11, 2016 by Ross

If you are reading this - then you were clearly interested in why the hell everyone is always telling you that superannuation is important. The TV ads asking if you have lost any super – during the footy? Where is your superannuation fund? Blah blah blah. For most young Australians, the only time you really have anything to do with ... Read more

Filed Under: Blog, Education, Invest

So your like an accountant right?

March 4, 2016 by Ross

A normal conversation that most people encounter on a regular basis is the introduction to someone new either in a social or business setting. For most, the small talk upon an initial introduction to someone new follows a similar pattern. "Hi I am Steve" "Hi Steve, my name is Joe, so what do you for work Steve? Etc. etc." For most people ... Read more

Filed Under: Blog

Just put it on the Credit Card

November 30, 2015 by Ross

Credit cards can be a great tool if you use it for the right reasons and make your repayments on time each month. Unfortunately for most people this isn’t the case and they use it for all the wrong reasons and have end up having debts on numerous cards. Every credit card should come with a booklet, a policy document and a product disclosure ... Read more

Filed Under: Blog Tagged With: Financial Planning, Gen Y, Life Events

Helping you reach your goals

November 13, 2015 by Ross

Having a goal is important. A goal or purpose can give you something to work towards or a reason to get out of bed. Generally, no one ever guides or helps you with the setting of your goals. Some of us just get told what we should be doing. This may come from our parents, family or teachers telling us to get an education, get a job, work hard and ... Read more

Filed Under: Blog

A Problem Shared……

October 30, 2015 by Ross

As humans we aren’t great at asking for help or talking about our issues and concerns. The fear of being judged or embarrassed causes us to try and fix the problem ourselves, which can often makes things worse. We hear a lot about this when someone is dealing with a mental illness, where the fear of judgement stops them from talking about it with ... Read more

Filed Under: Blog, Career

What is YOUR most important asset? 

October 23, 2015 by Ross

Your most important asset isn’t always the most valuable or expensive asset. For some, it may be the $50,000 car, for others, a home worth $700,000 or a large share portfolio. . If the car is your most important asset, then you probable take good care of it. You would also have spent a fair amount of time researching the best car and maintenance ... Read more

Filed Under: Blog

Simple Money Management Tips

October 16, 2015 by Ross

Managing your money is simple but as we all know, it isn’t easy and it isn’t something we get taught about at school. Managing your money is just like starting a new fitness program or diet, it takes discipline, self-control and a gentle nudge. Everyone deals with their money differently, but here are 3 simple (not easy) ways to managing your ... Read more

Filed Under: Blog

$ = Emotions

October 9, 2015 by Ross

You may be a seasoned share trader or maybe you get your share market update on the news each night. Either way, you have probably noticed that the share market goes up and it goes down (we call this volatility). What you may or may not have realised is why does it do this. Apart from the local and international economic factors, companies’ ... Read more

Filed Under: Blog

“IT’S NOT REALLY MY MONEY”

September 25, 2015 by Ross

When the topic of superannuation comes up in a conversation usually one of the two following events occur, either a blank look comes over the face as if a question has been asked in Japanese. Or, the eyes glaze over as if to say please don’t start talking about that thing where the government takes my hard earned money away from me each ... Read more

Filed Under: Blog

Death & Taxes

September 18, 2015 by Ross

This week I had the unfortunate experience of attending a funeral. So please excuse the dark message on a Friday morning. However, I believe that the following is an important message that shouldn’t go unheard. The two things in our lives that are certain, Death and Taxes. Some of us may pay less tax than we should, but death is a certainty. We ... Read more

Filed Under: Blog

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