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Financial Planner

Recent Posts

How to avoid running out of money - Retirement planning strategies

Retirement has changed. We are not only living longer; we are also healthier and more active than ever before. This has all kinds of implications for our retirement and the amount of money we need to sustain our lifestyles. The statistics paint a..

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How to be SMARTER with your 2021 goal setting

I wish everyone a Happy New Year. No matter what 2020 served you, the idea of a new year is still an exciting time, as people return from a well-deserved break and resolve to make some changes for the better. But, how do you make a New Year’s..

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Make a financial plan your New Year's resolution

New Year’s resolutions don’t have to be reserved for diets and exercise. Sometimes the area of your life that really needs some attention is your finances. 

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Beware the Share Market Hype

Share markets around the world rallied in November on the back of a Biden US election victory plus vaccine optimism. In the US alone, $90bn flowed into equity funds in just three weeks!

I am reading articles stating that 2021 will be a great year in..

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What are the implications of a Joe Biden presidency and how will it affect your financial future?

The victory of Democrat challenger Joe Biden in the Presidential race will see a different USA to the one the world has grown accustomed to under the Trump Administration. The focus will be on countering a new surge in the coronavirus pandemic..

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Paying extra into your mortgage vs super

Many people ask the question about paying off one’s mortgage vs making super contributions. This is an interesting question especially in such a low interest rate market. Remember, for most people, putting extra cashflow into super (as Concessional..

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Federal Budget Summary - What it means for individuals and families

Here is a summary of the key takeaways for individuals and families from the 2020 Federal Budget announcement.

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Something for almost everyone in budget

Almost everyone is a winner from the federal government's 2020 cash splash as it seeks to pump-prime the economy to escape the COVID-19 induced recession.

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The five best places to put your tax refund to work

Many taxpayers can expect a bumper tax refund this year as a result of claiming larger home office expense deductions.

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Seeking financial advice is more essential than ever

I read a lot of economic commentary and almost all of them state that financial (investment) assets are in a huge bubble at the moment. I heard one portfolio manager refer to markets living in ‘Lalaland’! If this is the case, we can easily see..

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