Making a roadmap for your downsizing plans could be the key to getting it right. Downsizing isn’t just a house-move; it’s about how you’ll spend the rest of your life, with changes to your finances, lifestyle and often location and community too. So to help ensure...
Buckling down to plan for your retirement may feel like a chore, but it could lead to some hidden financial treasures. How to create a retirement plan According to Australian Retirement Trusts‘ Head of Advice Anne Fuchs, everyone has different retirement goals and dreams for the future...
Just like your car needs a periodic service to stay in tune, here's why you should rebalance your portfolio from time to time. A portfolio’s asset allocation reflects an investor’s goals and temperament—the need for return as well as the ability to withstand market turbulence. Over time,...
Medication can be quite pricey, but there are ways to reduce costs. As we age, we can be faced with a range of health issues that require medication to manage. Whether it’s managing chronic conditions like diabetes or high blood pressure or dealing with new...
If money’s too tight to mention, here’s some small steps that can make a big difference in achieving your financial goals. How would you rate your level of financial wellness? Do you think you’re in a good position to meet your immediate and near-term financial obligations? What...
Travelling can be such an exciting experience, there’s nothing quite like jetting off to a new land full of sights and adventures just waiting to be had. Long-haul flights can feel like they’re never going to end, especially when you’re running on empty from lack of...
So many factors impact on the life of your car’s tyres. As David Morley explains though, look after your tyres and they’ll look after you. At the risk of sounding like we don’t know, how long is a piece of string? There are probably more variables that...
Enjoying retirement can mean different things to different people, as everyone has their own unique interests and preferences. Some people may choose to travel and explore new places, while others may prefer to focus on hobbies or volunteer work. Some retirees may also choose to take up...
While estate planning is essential for any parent, it takes on additional significance for the parents of a child with special needs. One of your biggest concerns is probably planning for their future care when you are no longer there to look after them. There is...
European Central Bank president Christine Lagarde has shared her views on the value of crypto and the importance of regulation. Cryptocurrencies have been deemed “super risky” by the president of the European Central Bank (ECB), Christine Lagarde. “My very humble assessment is that it is worth nothing....
He is also an accomplished presenter and educator
Co-authoring the popular investment book, Property vs Shares.